Plan Snapshot
- Plan Sponsor: Georgetown University
- Sponsor EIN: 530196603
- Sponsor Address: 2115 WISCONSIN AVENUE, WASHINGTON, DC, 20007
- Plan Type: 403(b)
- Total Participants: 13,974
- Total Assets: $979.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,974 | $979.2M | $0 | $34.4M |
| 2023 | 14,512 | $864.7M | $0 | $29.9M |
| 2022 | 15,030 | $741.4M | $0 | $26.5M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | AUDITOR | $28,500 | — | $28,500 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $23,543 | — | $23,543 |
| TIAA | RECORDKEEPER | $9,875 | — | $9,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — AUDITOR
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,918
- Estimated Expense Ratio: 0.006% 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 | $63,376 | $23,543 | — | $28,500 | — |
| 2023 | $56,740 | $22,857 | — | $27,272 | — |
| 2022 | $51,796 | $22,191 | — | — | $26,738 |