# Lee University 403(b) Plan
Source: https://planprovider.pro/companies/lee-university-403b-plan

> Lee University's 403(b) plan: 698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee University

- **Sponsor EIN:** 620502739

- **Sponsor Address:** 1120 NORTH OCOEE, CLEVELAND, TN, 373114458

- **Plan Type:** 403(b)

- **Total Participants:** 698

- **Total Assets:** $66.5M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|698|$66.5M|$870,936|$1.1M|

| 2023|707|$63.2M|$1.0M|$1.3M|

| 2022|776|$55.5M|$556,049|$1.5M|

## 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|RECORD KEEPER|$14,350|—|$14,350|

| CAPFINANCIAL PARTNERS, LLC|ADVISOR|$13,525|—|$13,525|

| LBMC, PC|Auditor|—|—|$0|

### 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) — RECORD KEEPER

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,875

- **Estimated Expense Ratio:** 0.042% 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|$27,500|—|$27,500|—|—|

| 2023|$23,095|—|$23,095|—|—|

| 2022|$24,419|—|$24,419|—|—|

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