Plan Snapshot
- Plan Sponsor: Lafayette College
- Sponsor EIN: 240795686
- Sponsor Address: 730 HIGH STREET, EASTON, PA, 180421768
- Plan Type: 403(b)
- Total Participants: 1,206
- Total Assets: $479.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,206 | $479.4M | $7.2M | $6.9M |
| 2023 | 1,131 | $442.6M | $6.7M | $6.7M |
| 2022 | 1,067 | $391.4M | $6.3M | $6.7M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $85,436 | — | $85,436 |
| FIDUCIENT ADVISORS, LLC | NONE | $51,340 | — | $51,340 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $42,792 | — | $42,792 |
| GRANT THORNTON, LLP | NONE | $35,484 | — | $35,484 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- GRANT THORNTON, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,052
- Estimated Expense Ratio: 0.045% 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 | $215,052 | $51,340 | $85,436 | $35,484 | — |
| 2023 | $207,216 | $58,803 | $55,040 | $49,349 | — |
| 2022 | $141,734 | $38,775 | $79,269 | — | $23,690 |