# Houghton University 403(b) Plan
Source: https://planprovider.pro/companies/houghton-university-403b-plan

> Houghton University's 403(b) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Houghton University

- **Sponsor EIN:** 160743045

- **Sponsor Address:** HUMAN RESOURCES OFFICE, HOUGHTON, NY, 14744

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

- **Total Participants:** 141

- **Total Assets:** $57.5M

## 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.|

| 2024|141|$57.5M|$211,369|$598,884|

| 2023|145|$54.5M|$207,110|$623,231|

| 2022|148|$51.2M|$215,506|$658,195|

## 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|NONE|$15,858|—|$15,858|

| GLOBAL RETIREMENT PARTNERS LLC|NONE|$8,975|—|$8,975|

| LUMSDEN & MCCORMICK LLP|NONE|$8,000|—|$8,000|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [LUMSDEN & MCCORMICK LLP](https://planprovider.pro/provider/lumsden-and-mccormick-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,833

- **Estimated Expense Ratio:** 0.057% 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|$32,833|$8,975|—|$8,000|—|

| 2023|$24,394|$8,975|$15,419|—|—|

| 2022|$32,416|—|—|—|$17,950|

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