Plan Snapshot
- Plan Sponsor: Fordham University
- Sponsor EIN: 131740451
- Sponsor Address: 441 EAST FORDHAM ROAD - FMH 512, BRONX, NY, 104585149
- Plan Type: DC
- Total Participants: 3,617
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 3,617 | $1.7B | $23.7M | $27.4M |
| 2023 | 3,437 | $1.5B | $22.5M | $25.7M |
| 2022 | 3,034 | $1.3B | $25.6M | $23.7M |
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 - TEACHERS INSURANCE AND ANNUI | Other Service Provider | $470,023 | — | $470,023 |
| FIDELITY INVEST INSTITUTIONAL OPS | RECORDKEEPER | $213,051 | — | $213,051 |
| CAPFINANCIAL PARTNERS, LLC | CONSULTANT | $146,995 | — | $146,995 |
| FORVIS MAZARS, LLP | ACCOUNTANT/ AUDITOR | $62,475 | — | $62,475 |
| NIXON PEABODY LLP | ATTORNEY/ LEGAL | $23,062 | — | $23,062 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Other Service Provider
- FIDELITY INVEST INSTITUTIONAL OPS — RECORDKEEPER
- FORVIS MAZARS, LLP — ACCOUNTANT/ AUDITOR
- NIXON PEABODY LLP — ATTORNEY/ LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $915,606
- Estimated Expense Ratio: 0.055% 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 | $906,766 | — | $692,883 | — | — |
| 2023 | $950,285 | — | $715,974 | — | — |
| 2022 | $186,938 | — | — | — | — |