Plan Snapshot
- Plan Sponsor: Eastern University
- Sponsor EIN: 231409675
- Sponsor Address: 1300 EAGLE ROAD, ST. DAVIDS, PA, 19087
- Plan Type: 403(b)
- Total Participants: 697
- Total Assets: $86.6M
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 | 697 | $86.6M | $2.1M | $1.3M |
| 2023 | 601 | $78.5M | $1.5M | $1.1M |
| 2022 | 557 | $70.7M | $1.3M | $1.0M |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLC | 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 | $9,417 | $7,292 | — | — | — |
| 2023 | $2,915 | — | — | — | — |
| 2022 | $9,292 | $7,840 | — | — | — |