Plan Snapshot
- Plan Sponsor: John Carroll University
- Sponsor EIN: 340714681
- Sponsor Address: 1 JOHN CARROLL BOULEVARD, UNIVERSITY HEIGHTS, OH, 44118
- Plan Type: 403(b)
- Total Participants: 640
- Total Assets: $206.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 640 | $206.6M | $2.3M | $2.7M |
| 2023 | 625 | $194.0M | $2.2M | $2.7M |
| 2022 | 616 | $180.7M | $2.2M | $2.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $16,386 | — | $16,386 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,386
- Estimated Expense Ratio: 0.008% 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 | $280,340 | $33,949 | $230,005 | $16,386 | — |
| 2023 | $240,190 | $41,128 | $185,362 | $13,700 | — |
| 2022 | $219,124 | — | — | — | — |