Plan Snapshot
- Plan Sponsor: Franklin Pierce University
- Sponsor EIN: 020263136
- Sponsor Address: 40 UNIVERSITY DRIVE, RINDGE, NH, 034615046
- Plan Type: 403(b)
- Total Participants: 676
- Total Assets: $67.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 676 | $67.0M | $793,926 | $1.0M |
| 2023 | 643 | $60.8M | $792,889 | $1.0M |
| 2022 | 633 | $54.5M | $721,954 | $970,488 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE LLP — Auditor
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 | $56,672 | — | — | — | — |
| 2023 | $41,229 | — | — | — | — |
| 2022 | $49,514 | — | — | — | $9,903 |