# Georgetown University 403(b) Plan
Source: https://planprovider.pro/companies/georgetown-university-403b-plan-002

> Georgetown University's 403(b) plan: 13,974 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/goldman-sachs) — AUDITOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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