Plan Snapshot
- Plan Sponsor: Moravian University
- Sponsor EIN: 240795460
- Sponsor Address: 1200 MAIN STREET, BETHLEHEM, PA, 18018
- Plan Type: 403(b)
- Total Participants: 554
- Total Assets: $134.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 554 | $134.0M | $1.8M | $2.2M |
| 2023 | 524 | $122.4M | $2.3M | $2.0M |
| 2022 | 488 | $111.3M | $2.2M | $1.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $6,300 | — | $6,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,300
- Estimated Expense Ratio: 0.005% 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 | $116,315 | $28,344 | — | $6,300 | — |
| 2023 | $119,779 | $34,365 | — | $17,850 | — |
| 2022 | $118,423 | $35,654 | — | — | $17,000 |