Plan Snapshot
- Plan Sponsor: Davidson College
- Sponsor EIN: 560529961
- Sponsor Address: BOX 7163, DAVIDSON, NC, 280357163
- Plan Type: 403(b)
- Total Participants: 887
- Total Assets: $139.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 887 | $139.6M | $0 | $5.5M |
| 2023 | 392 | $127.6M | $0 | $5.1M |
| 2022 | 405 | $110.4M | $0 | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LONG CPA, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $81,506 | — | — | — | — |
| 2023 | $79,459 | — | — | — | — |
| 2022 | $62,056 | — | — | — | — |