Plan Snapshot
- Plan Sponsor: Immaculata University
- Sponsor EIN: 231352648
- Sponsor Address: 1145 KING ROAD, IMMACULATA, PA, 193459903
- Plan Type: 403(b)
- Total Participants: 341
- Total Assets: $41.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 341 | $41.9M | $502,880 | $944,087 |
| 2023 | 351 | $40.0M | $493,125 | $896,648 |
| 2022 | 357 | $35.7M | $466,096 | $891,322 |
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 |
|---|---|---|---|---|
| THE CONCORD ADVISORY GROUP, LTD | NONE | $25,879 | — | $25,879 |
| BROWN, EDWARDS & COMPANY, L.L.P. | NONE | $14,650 | — | $14,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,529
- Estimated Expense Ratio: 0.097% 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 | $41,059 | $25,879 | $530 | $14,650 | — |
| 2023 | $46,715 | $25,125 | — | $21,315 | — |
| 2022 | $45,159 | $20,448 | $1,224 | — | $19,320 |