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

> Immaculata University's 403(b) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [BROWN, EDWARDS & COMPANY, L.L.P.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — NONE

## 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|

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