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

> Methodist University's 403(b) plan: 387 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Methodist University

- **Sponsor EIN:** 560657294

- **Sponsor Address:** 5400 RAMSEY STREET, FAYETTEVILLE, NC, 28311

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

- **Total Participants:** 387

- **Total Assets:** $63.4M

## 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:** No

## Plan Financials by Year

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

| 2024|387|$63.4M|$624,714|$847,157|

| 2023|372|$58.2M|$404,307|$898,969|

| 2022|385|$53.1M|$397,294|$919,558|

## 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|

| NFP RETIREMENT INC.|ADVISOR|$39,167|—|$39,167|

| TIAA|RECORDKEEPER|$28,634|—|$28,634|

| PBMARES|ACCOUNTING|$27,130|—|$27,130|

| FLEXPATH STRATEGIES, LLC|ADVISOR|$19,033|—|$19,033|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [PBMARES](https://planprovider.pro/provider/pbmares-llp) — ACCOUNTING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,964

- **Estimated Expense Ratio:** 0.180% 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|$113,964|$19,033|$94,931|—|—|

| 2023|$26,071|—|$19,424|—|—|

| 2022|$20,063|—|$20,063|—|—|

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