Plan Snapshot
- Plan Sponsor: Meharry Medical College
- Sponsor EIN: 620488046
- Sponsor Address: 1005 DR DB TODD JR BLVD, NASHVILLE, TN, 37208
- Plan Type: 403(b)
- Total Participants: 1,375
- Total Assets: $136.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,375 | $136.1M | $2.3M | $4.2M |
| 2023 | 1,883 | $125.4M | $2.1M | $4.1M |
| 2022 | 1,867 | $112.6M | $2.1M | $3.9M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICE COMPANY | NONE | $240,172 | — | $240,172 |
| CROSSLIN, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,172
- Estimated Expense Ratio: 0.176% 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 | $240,174 | — | $240,174 | — | — |
| 2023 | $208,794 | — | $208,794 | — | — |
| 2022 | $196,425 | — | $196,425 | — | — |