Plan Snapshot
- Plan Sponsor: Felician University
- Sponsor EIN: 221912028
- Sponsor Address: 262 SOUTH MAIN STREET, LODI, NJ, 076442117
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 711
- Total Assets: $50.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 711 | $50.0M | $0 | $0 |
| 2024 | 341 | $45.0M | $719,869 | $1.1M |
| 2023 | 373 | $42.3M | $713,449 | $1.1M |
| 2022 | 373 | $37.3M | $714,883 | $1.1M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $32,962 | — | $32,962 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,962
- Estimated Expense Ratio: 0.066% 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 |
|---|---|---|---|---|---|
| 2025 | $3,294,614 | — | $34,287 | — | — |
| 2024 | $37,055 | — | $37,055 | — | — |
| 2023 | $18,619 | — | $18,619 | — | — |
| 2022 | $12,694 | — | $12,694 | — | — |