Plan Snapshot
- Plan Sponsor: The Devereux Foundation
- Sponsor EIN: 231390618
- Sponsor Address: 444 DEVEREUX DRIVE, VILLANOVA, PA, 19085
- Plan Type: 403(b)
- Total Participants: 5,122
- Total Assets: $595.4M
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 | 5,122 | $595.4M | $11.3M | $8.4M |
| 2023 | 5,720 | $566.0M | $10.1M | $8.4M |
| 2022 | 12,312 | $511.6M | $10.5M | $8.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.004% 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 | $618,389 | $115,870 | $5,140 | $21,000 | — |
| 2023 | $539,717 | $104,390 | $2,956 | $19,635 | — |
| 2022 | $311,008 | $106,749 | — | — | $159,014 |