# Lafayette College 403(b) Plan
Source: https://planprovider.pro/companies/lafayette-college-403b-plan

> Lafayette College's 403(b) plan: 1,206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/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|

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