Plan Snapshot
- Plan Sponsor: Juniata College
- Sponsor EIN: 231352652
- Sponsor Address: 1700 MOORE STREET, HUNTINGDON, PA, 16652
- Plan Type: 403(b)
- Total Participants: 344
- Total Assets: $138.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 344 | $138.0M | $1.9M | $1.4M |
| 2023 | 338 | $130.9M | $1.8M | $1.4M |
| 2022 | 338 | $120.0M | $1.7M | $1.3M |
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 |
|---|---|---|---|---|
| YOUNG OAKES BROWN, CO. P.C. | Auditor | — | — | $0 |
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 | $117,540 | $69,991 | — | — | — |
| 2023 | $104,589 | $19,111 | — | — | — |
| 2022 | $95,348 | $50,223 | — | — | $6,425 |