Plan Snapshot
- Plan Sponsor: La Salle University
- Sponsor EIN: 231352654
- Sponsor Address: 1900 WEST OLNEY AVENUE, PHILADELPHIA, PA, 19141
- Plan Type: 403(b)
- Total Participants: 1,177
- Total Assets: $228.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,177 | $228.8M | $516,972 | $2.6M |
| 2023 | 1,342 | $219.3M | $553,112 | $2.7M |
| 2022 | 1,105 | $208.8M | $612,789 | $2.9M |
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 | NONE | $54,280 | — | $54,280 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $37,500 | — | $37,500 |
| CLIFTONLARSONALLEN LLP | NONE | $14,582 | — | $14,582 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,362
- Estimated Expense Ratio: 0.046% 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 | $106,362 | $37,500 | — | $14,582 | — |
| 2023 | $100,885 | $22,500 | $940 | $30,120 | — |
| 2022 | $63,018 | $30,000 | — | — | $10,574 |