Plan Snapshot
- Plan Sponsor: Indiana University Foundation
- Sponsor EIN: 356018940
- Sponsor Address: PO BOX 500, BLOOMINGTON, IN, 47402
- Plan Type: 403(b)
- Total Participants: 322
- Total Assets: $81.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 322 | $81.0M | $2.8M | $1.7M |
| 2023 | 302 | $71.2M | $2.5M | $1.4M |
| 2022 | 261 | $63.3M | $2.2M | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,024 | $15,352 | — | — | — |
| 2023 | $63,697 | $2,660 | — | — | — |
| 2022 | $57,428 | — | — | — | — |