Plan Snapshot
- Plan Sponsor: Morehouse College
- Sponsor EIN: 580566205
- Sponsor Address: 830 WESTVIEW DRIVE, ATLANTA, GA, 30314
- Plan Type: 403(b)
- Total Participants: 783
- Total Assets: $85.1M
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 | 783 | $85.1M | $2.2M | $1.5M |
| 2023 | 733 | $76.9M | $1.9M | $1.3M |
| 2022 | 701 | $68.8M | $1.7M | $1.2M |
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 | Recordkeeper | $77,243 | — | $77,243 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,243
- 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 | $82,154 | — | $15 | — | — |
| 2023 | $61,263 | — | $5,970 | — | — |
| 2022 | $17,819 | — | — | — | — |