Plan Snapshot
- Plan Sponsor: Georgetown University
- Sponsor EIN: 530196603
- Sponsor Address: HEALY HALL, GROUND FLOOR, WASHINGTON, DC, 200570001
- Plan Type: DB
- Total Participants: 0
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $15.5M | $0 | $0 |
| 2023 | 604 | $183.9M | $0 | $0 |
| 2022 | 611 | $178.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | NONE | $2,937,334 | — | $2,937,334 |
| K&L GATES LLP | NONE | $149,276 | — | $149,276 |
| BANK OF NEW YORK MELLON | TRUSTEE | $70,000 | — | $70,000 |
| COHNREZNICK LLP | Auditor | $1,702 | — | $1,702 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K&L GATES LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,158,312
- Estimated Expense Ratio: 20.386% 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 | $3,450,925 | — | — | $1,702 | — |
| 2023 | $1,572,981 | — | — | $84,250 | — |
| 2022 | $841,883 | — | — | — | $439,808 |