Plan Snapshot
- Plan Sponsor: Harrisburg University Of Science & Technology
- Sponsor EIN: 251900793
- Sponsor Address: 326 MARKET STREET, HARRISBURG, PA, 171012208
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $35.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 351 | $35.6M | $1.5M | $2.4M |
| 2023 | 509 | $29.8M | $1.7M | $2.6M |
| 2022 | 483 | $21.7M | $1.3M | $2.5M |
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 & ANNUITY | CUSTODIAN | $125,349 | — | $125,349 |
| CORNERSTONE ADVISORS ASSET MANAGEME | CUSTODIAN | $27,475 | — | $27,475 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | CUSTODIAN | $19,663 | — | $19,663 |
| COMMONWEALTH FINANCIAL NETWORK | CUSTODIAN | $14,002 | — | $14,002 |
| SMITH ELLIOTT KEARNS & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE & ANNUITY — CUSTODIAN
- CORNERSTONE ADVISORS ASSET MANAGEME — CUSTODIAN
- COMMONWEALTH FINANCIAL NETWORK — CUSTODIAN
- SMITH ELLIOTT KEARNS & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,489
- Estimated Expense Ratio: 0.524% 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 | $185,514 | $33,665 | $151,849 | — | — |
| 2023 | $172,772 | $31,306 | $141,466 | — | — |
| 2022 | $136,385 | $28,797 | $107,588 | — | — |