Messiah University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Messiah University
  • Sponsor EIN: 231352661
  • Sponsor Address: ONE UNIVERSITY AVENUE, MECHANICSBURG, PA, 17055
  • Plan Type: 403(b)
  • Total Participants: 2,313
  • Total Assets: $176.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,313$176.4M$2.4M$3.1M
20231,748$162.2M$2.4M$3.1M
20221,516$148.4M$2.3M$2.9M

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
CAPIN CROUSE LLPAuditor$0

Plan Fees & Expenses

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

  • Total Service Provider Fees: $0

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$412,445$145,076$267,369
2023$421,984$150,000$271,984
2022$427,958$427,958

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