# Fordham University DC Plan
Source: https://planprovider.pro/companies/fordham-university-plan-001

> Fordham University's DC plan: 3,617 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [FIDELITY INVEST INSTITUTIONAL OPS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/ AUDITOR

- [NIXON PEABODY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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