# Hampden-Sydney College 403(b) Plan
Source: https://planprovider.pro/companies/hampden-sydney-college-403b-plan

> Hampden-Sydney College's 403(b) plan: 425 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hampden-Sydney College

- **Sponsor EIN:** 540505906

- **Sponsor Address:** PO BOX 127, HAMPDEN SYDNEY, VA, 23943

- **Plan Type:** 403(b)

- **Total Participants:** 425

- **Total Assets:** $117.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|425|$117.6M|$1.8M|$1.6M|

| 2023|411|$108.3M|$1.7M|$1.4M|

| 2022|399|$98.2M|$1.6M|$1.3M|

## 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|NONE|$76,945|—|$76,945|

| TIAA-CREF|RECORDKEEPER|$48,692|—|$48,692|

| BROWN, EDWARDS & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [BROWN, EDWARDS & COMPANY, LLP](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,637

- **Estimated Expense Ratio:** 0.107% 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|$100,913|—|$100,913|—|—|

| 2023|$81,779|—|$81,779|—|—|

| 2022|$67,896|—|$67,896|—|—|

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