Plan Snapshot
- Plan Sponsor: Harcum College
- Sponsor EIN: 231424055
- Sponsor Address: 750 MONTGOMERY AVENUE, BRYN MAWR, PA, 190103405
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $233,441 | $588,733 |
| 2022 | 382 | $20.9M | $251,139 | $610,798 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | INVESTMENT ADVISOR/TPA | $15,000 | — | $15,000 |
| TIAA-TEACHERS INSUR & ANNUITY ASSOC | RECORDKEEPER | $14,759 | — | $14,759 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS, INC. — INVESTMENT ADVISOR/TPA
- TIAA-TEACHERS INSUR & ANNUITY ASSOC — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,759
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 |
|---|---|---|---|---|---|
| 2023 | $50,198 | — | $50,198 | — | — |
| 2022 | $29,009 | $10,000 | $19,009 | — | — |