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

> Mcphs University's 403(b) plan: 1,761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcphs University

- **Sponsor EIN:** 042104700

- **Sponsor Address:** 179 LONGWOOD AVENUE, BOSTON, MA, 02115

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

- **Total Participants:** 1,761

- **Total Assets:** $124.2M

## 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|1,761|$124.2M|$0|$9.0M|

| 2023|1,709|$106.9M|$0|$8.4M|

| 2022|1,651|$90.2M|$0|$7.8M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,749|—|$9,749|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,749

- **Estimated Expense Ratio:** 0.008% 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|$68,165|$68,165|—|—|—|

| 2023|$57,984|$57,984|—|—|—|

| 2022|$52,958|$52,958|—|—|—|

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