Plan Snapshot
- Plan Sponsor: Jefferson University Physicians
- Sponsor EIN: 232809585
- Sponsor Address: 1101 MARKET STREET, SUITE 2300, PHILADELPHIA, PA, 19107
- Plan Type: 403(b)
- Total Participants: 2,963
- Total Assets: $286.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,963 | $286.9M | $0 | $21.0M |
| 2023 | 2,751 | $247.0M | $0 | $18.9M |
| 2022 | 2,211 | $202.4M | $0 | $17.1M |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | NONE | $83,083 | — | $83,083 |
| TOWERS WATSON DELAWARE, INC | NONE | $12,376 | — | $12,376 |
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE & ANNUITY — NONE
- TOWERS WATSON DELAWARE, INC — NONE
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,459
- Estimated Expense Ratio: 0.033% 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 | $30,782 | — | — | — | — |
| 2023 | $5,466 | — | — | — | — |
| 2022 | $2,599 | — | — | — | — |