# Felician University 403(b) Plan
Source: https://planprovider.pro/companies/felician-university-403b-plan

> Felician University's 403(b) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Felician University

- **Sponsor EIN:** 221912028

- **Sponsor Address:** 262 SOUTH MAIN STREET, LODI, NJ, 076442117

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

- **Total Participants:** 341

- **Total Assets:** $45.0M

## 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.|

| 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 PROFESSIONAL|$34,355|—|$34,355|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,355

- **Estimated Expense Ratio:** 0.076% 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|$37,055|—|$37,055|—|—|

| 2023|$18,619|—|$18,619|—|—|

| 2022|$12,694|—|$12,694|—|—|

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