# Meharry Medical College 403(b) Plan
Source: https://planprovider.pro/companies/meharry-medical-college-403b-plan

> Meharry Medical College's 403(b) plan: 1,375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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