Plan Snapshot
- Plan Sponsor: Duquesne University Of The Holy Spirit
- Sponsor EIN: 251035663
- Sponsor Address: 600 FORBES AVENUE, PITTSBURGH, PA, 152820001
- Plan Type: 403(b)
- Total Participants: 2,843
- Total Assets: $488.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,843 | $488.3M | $5.7M | $12.2M |
| 2023 | 2,846 | $446.9M | $5.4M | $11.5M |
| 2022 | 2,280 | $402.3M | $5.1M | $11.0M |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | NONE | $98,558 | — | $98,558 |
| FLEXPATH STRATEGIES, LLC | NONE | $81,232 | — | $81,232 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — NONE
- 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: $179,790
- Estimated Expense Ratio: 0.037% 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 | $179,789 | $81,232 | $83,124 | — | — |
| 2023 | $149,588 | $65,171 | $80,092 | — | — |
| 2022 | $135,937 | $10,854 | $125,083 | — | — |