Plan Snapshot
- Plan Sponsor: Fisk University
- Sponsor EIN: 620202000
- Sponsor Address: 1000 17TH AVE NORTH, NASHVILLE, TN, 37208
- Plan Type: 403(b)
- Total Participants: 109
- Total Assets: $18.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 109 | $18.0M | $142,823 | $235,289 |
| 2023 | 102 | $18.0M | $128,864 | $209,963 |
| 2022 | 99 | $16.7M | $163,777 | $280,074 |
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 |
|---|---|---|---|---|
| CROSSLIN PLLC | 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 | $14,505 | — | $14,505 | — | — |
| 2023 | $12,302 | — | $12,302 | — | — |
| 2022 | $10,929 | — | $10,929 | — | — |