# Delaware Valley University 403(b) Plan
Source: https://planprovider.pro/companies/delaware-valley-university-403b-plan

> Delaware Valley University's 403(b) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GALLAGHER FIDUCIARY SERVICES LLC|NONE|$43,000|—|$43,000|

| TIAA|NONE|$9,332|—|$9,332|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY SERVICES LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,332

- **Estimated Expense Ratio:** 0.056% of plan assets

### 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|—|—|—|

## Similar Plans

- [Juniata College](https://planprovider.pro/companies/juniata-college-403b-plan) — 344 participants

- [The Episcopal Academy](https://planprovider.pro/companies/the-episcopal-academy-403b-plan) — 344 participants

- [Educational Commission For Foreign Medical Graduates](https://planprovider.pro/companies/educational-commission-for-foreign-medical-graduates-plan) — 347 participants

- [Lycoming College](https://planprovider.pro/companies/lycoming-college-403b-plan) — 347 participants

- [Misericordia University](https://planprovider.pro/companies/misericordia-university-403b-plan) — 343 participants

- [Immaculata University](https://planprovider.pro/companies/immaculata-university-403b-plan) — 341 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/delaware-valley-university-403b-plan)

© 2026 PlanProvider.Pro