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

> Furman University's 403(b) plan: 1,343 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Furman University

- **Sponsor EIN:** 570314395

- **Sponsor Address:** 3300 POINSETT HWY, GREENVILLE, SC, 296130002

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

- **Total Participants:** 1,343

- **Total Assets:** $346.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,343|$346.8M|$6.3M|$4.7M|

| 2023|1,413|$324.6M|$5.9M|$4.5M|

| 2022|1,109|$291.4M|$5.3M|$4.1M|

## 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|

| TIAA|NONE|$195,767|—|$195,767|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISORY|$76,828|—|$76,828|

| NIXON PEABODY LLP|NONE|$49,972|—|$49,972|

| CLIFTONLARSONALLEN LLP|NONE|$7,035|—|$7,035|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [NIXON PEABODY LLP](https://planprovider.pro/provider/nixon-peabody-llp) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $329,602

- **Estimated Expense Ratio:** 0.095% 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|$82,974|—|$82,974|—|—|

| 2023|$285,693|$53,172|—|$30,030|—|

| 2022|$88,681|—|—|—|$88,681|

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