Plan Snapshot
- Plan Sponsor: Georgian Court University
- Sponsor EIN: 210634981
- Sponsor Address: 900 LAKEWOOD AVE, LAKEWOOD, NJ, 087012600
- Plan Type: 403(b)
- Total Participants: 256
- Total Assets: $74.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 256 | $74.3M | $431,938 | $1.2M |
| 2023 | 277 | $71.3M | $422,513 | $1.4M |
| 2022 | 298 | $67.2M | $439,832 | $1.5M |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | NONE | $31,513 | — | $31,513 |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | $30,000 | — | $30,000 |
| INSERO & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — NONE
- GLOBAL RETIREMENT PARTNERS LLC — NONE
- INSERO & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,513
- Estimated Expense Ratio: 0.083% 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 | $61,513 | — | $60,735 | — | — |
| 2023 | $47,756 | $481 | $47,275 | — | — |
| 2022 | $41,683 | — | $20,873 | — | $20,810 |