# Long Island University 403(b) Plan
Source: https://planprovider.pro/companies/long-island-university-403b-plan

> Long Island University's 403(b) plan: 1,936 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Long Island University

- **Sponsor EIN:** 111633516

- **Sponsor Address:** 700 NORTHERN BOULEVARD, BROOKVILLE, NY, 11548

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

- **Total Participants:** 1,936

- **Total Assets:** $1.0B

## 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.|

| 2023|1,936|$1.0B|$6.7M|$8.3M|

| 2022|1,162|$962.0M|$7.0M|$8.4M|

## 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|

| AON INVESTMENTS USA INC|NONE|$177,552|—|$177,552|

| GOLDMAN SACHS ASSET MGT. L.P.|NONE|$98,076|—|$98,076|

| NIXON PEABODY LLP|NONE|$65,896|—|$65,896|

| BDO USA, P.C.|NONE|$55,650|—|$55,650|

| TIAA|NONE|$9,250|—|$9,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GOLDMAN SACHS ASSET MGT. L.P.](https://planprovider.pro/provider/goldman-sachs) — NONE

- [NIXON PEABODY LLP](https://planprovider.pro/provider/nixon-peabody-llp) — NONE

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — NONE

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $406,424

- **Estimated Expense Ratio:** 0.039% 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|

| 2023|$203,212|$137,814|—|$27,825|—|

| 2022|$240,398|$209,341|—|—|$26,907|

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- [Long Island University](https://planprovider.pro/companies/long-island-university-403b-plan-001) — 1,915 participants

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- [Skidmore College](https://planprovider.pro/companies/skidmore-college-403b-plan) — 1,752 participants

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