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

> Messiah University's 403(b) plan: 2,313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,313|$176.4M|$2.4M|$3.1M|

| 2023|1,748|$162.2M|$2.4M|$3.1M|

| 2022|1,516|$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|

| STANCORP FINANCIAL GROUP|NONE|$267,368|$2,638|$270,006|

| CAMBRIDGE INVESTMENT RESEARCH, INC.|NONE|$112,398|—|$112,398|

| COMMONWEALTH FINANCIAL NETWORK|NONE|$32,677|—|$32,677|

| CAPIN CROUSE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $415,081

- **Estimated Expense Ratio:** 0.235% 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|$412,445|$145,076|$267,369|—|—|

| 2023|$421,984|$150,000|$271,984|—|—|

| 2022|$427,958|—|$427,958|—|—|

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