# Monmouth University, INC. 403(b) Plan
Source: https://planprovider.pro/companies/monmouth-university-inc-403b-plan

> Monmouth University, INC.'s 403(b) plan: 966 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monmouth University, INC.

- **Sponsor EIN:** 210634584

- **Sponsor Address:** 400 CEDAR AVENUE, WEST LONG BRANCH, NJ, 077641898

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

- **Total Participants:** 966

- **Total Assets:** $359.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|966|$359.0M|$5.2M|$6.2M|

| 2023|871|$337.2M|$5.3M|$6.5M|

| 2022|907|$306.9M|$5.3M|$6.4M|

## 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|

| TIAA|NONE|$185,125|—|$185,125|

| EQUITABLE FINANCIAL LIFE INSURANCE|NONE|$865|$65,338|$66,203|

| CAP FINANCIAL PARTNERS, LLC|NONE|$57,641|—|$57,641|

| COHNREZNICK LLP|NONE|$17,325|—|$17,325|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [EQUITABLE FINANCIAL LIFE INSURANCE](https://planprovider.pro/provider/equitable) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $326,294

- **Estimated Expense Ratio:** 0.091% 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|$264,526|$57,641|$5,708|$17,325|—|

| 2023|$243,829|$53,881|$1,934|$33,575|—|

| 2022|$225,278|$40,036|—|—|$23,100|

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