# Elon University 403(b) Plan
Source: https://planprovider.pro/companies/elon-university-403b-plan-002

> Elon University's 403(b) plan: 883 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elon University

- **Sponsor EIN:** 560532303

- **Sponsor Address:** 314 WEST HAGGARD AVE, CAMPUS BOX, ELON, NC, 27244

- **Plan Type:** 403(b)

- **Total Participants:** 883

- **Total Assets:** $90.9M

## 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|883|$90.9M|$0|$4.5M|

| 2023|850|$83.1M|$0|$4.2M|

| 2022|800|$72.3M|$0|$4.0M|

## 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|NONE|$54,656|—|$54,656|

| HIGHLAND CONSULTING|NONE|$23,719|—|$23,719|

| TRUST COMPANY OF THE SOUTH|NONE|$14,087|—|$14,087|

| GRANT THORNTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,462

- **Estimated Expense Ratio:** 0.102% 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|$94,216|$41,453|—|—|—|

| 2023|$57,076|$45,519|—|—|—|

| 2022|$48,114|$6,917|—|—|$39,712|

## Similar Plans

- [Davidson College](https://planprovider.pro/companies/davidson-college-403b-plan-002) — 887 participants

- [East Coast Migrant Head Start Project](https://planprovider.pro/companies/east-coast-migrant-head-start-project-403b-plan) — 1,086 participants

- [Discovery Education, INC.](https://planprovider.pro/companies/discovery-education-inc-401k-plan) — 610 participants

- [Wingate University](https://planprovider.pro/companies/wingate-university-403b-plan) — 503 participants

- [Center For Creative Leadership](https://planprovider.pro/companies/center-for-creative-leadership-403b-plan) — 485 participants

- [Johnson C Smith University](https://planprovider.pro/companies/johnson-c-smith-university-401k-plan) — 445 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elon-university-403b-plan-002)

© 2026 PlanProvider.Pro