Plan Snapshot
- Plan Sponsor: Delaware Valley University
- Sponsor EIN: 231352665
- Sponsor Address: 700 E. BUTLER AVE., DOYLESTOWN, PA, 18901
- Plan Type: 403(b)
- Total Participants: 345
- Total Assets: $93.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 345 | $93.6M | $1.4M | $1.7M |
| 2023 | 335 | $86.0M | $1.4M | $1.2M |
| 2022 | 311 | $59.5M | $1.4M | $900,385 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $52,332 | $43,000 | $2,040 | — | — |
| 2023 | $6,291 | $5,081 | — | — | — |
| 2022 | $21,528 | $20,978 | — | — | — |