Plan Snapshot
- Plan Sponsor: Georgetown University
- Sponsor EIN: 530196603
- Sponsor Address: 2115 WISCONSIN AVENUE, WASHINGTON, DC, 20007
- Plan Type: 403(b)
- Total Participants: 5,073
- Total Assets: $2.5B
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 | 5,073 | $2.5B | $54.7M | $16.8M |
| 2023 | 4,882 | $2.2B | $49.0M | $14.9M |
| 2022 | 4,981 | $2.0B | $45.9M | $13.6M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $94,171 | — | $94,171 |
| K&L GATES | LEGAL | $39,520 | — | $39,520 |
| COHNREZNICK LLP | AUDITOR | $32,210 | — | $32,210 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,901
- Estimated Expense Ratio: 0.007% 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 | $167,639 | $94,171 | $697 | $32,210 | — |
| 2023 | $122,627 | $91,429 | $267 | $30,820 | — |
| 2022 | $119,433 | $88,766 | — | — | $29,493 |