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

> Marymount University's 403(b) plan: 1,177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marymount University

- **Sponsor EIN:** 540573801

- **Sponsor Address:** 2807 NORTH GLEBE ROAD, ARLINGTON, VA, 222074224

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

- **Total Participants:** 1,177

- **Total Assets:** $133.9M

## 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|1,177|$133.9M|$2.4M|$2.8M|

| 2023|706|$127.3M|$2.1M|$2.7M|

| 2022|577|$119.7M|$1.9M|$2.6M|

## 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|

| CAPFINANCIAL PARTNERS, LLC|SERVICE PROVIDER|$27,626|—|$27,626|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$8,356|—|$8,356|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,982

- **Estimated Expense Ratio:** 0.027% 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|$125,470|—|$125,470|—|—|

| 2023|$84,164|—|$84,164|—|—|

| 2022|$159,740|—|$159,740|—|—|

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