# Jefferson University Physicians 403(b) Plan
Source: https://planprovider.pro/companies/jefferson-university-physicians-403b-plan

> Jefferson University Physicians's 403(b) plan: 2,963 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [TOWERS WATSON DELAWARE, INC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-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|—|—|—|—|

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