Plan Snapshot
- Plan Sponsor: Limestone University
- Sponsor EIN: 570314402
- Sponsor Address: 1115 COLLEGE DRIVE, GAFFNEY, SC, 293403778
- Plan Type: 403(b)
- Total Participants: 340
- Total Assets: $36.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 340 | $36.0M | $492,889 | $716,455 |
| 2023 | 367 | $33.9M | $467,984 | $687,748 |
| 2022 | 398 | $32.2M | $458,536 | $661,981 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $825 | — | $825 | — | — |
| 2023 | $575 | — | $575 | — | — |
| 2022 | $375 | — | $375 | — | — |