# Georgetown University DB Plan
Source: https://planprovider.pro/companies/georgetown-university-plan-210

> Georgetown University's DB plan: 0 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:** 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](https://planprovider.pro/provider/kandl-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|

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