Plan Snapshot
- Plan Sponsor: Morehouse College
- Sponsor EIN: 580566205
- Sponsor Address: 830 WESTVIEW DRIVE SW, ATLANTA, GA, 30314
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,468
- Total Assets: $95.4M
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. |
|---|---|---|---|---|
| 2025 | 1,468 | $95.4M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| MOORE COLSON | Other Service Provider | $154,581 | — | $154,581 |
| TIAA | Other Service Provider | $93,158 | — | $93,158 |
| VARIABLE ANNUITY LIFE INSURANCE CO. | Other Service Provider | $5,723 | — | $5,723 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,462
- Estimated Expense Ratio: 0.266% 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 |
|---|---|---|---|---|---|
| 2025 | $4,709,060 | $18 | $312 | $154,581 | — |
| 2024 | $82,154 | — | $15 | — | — |
| 2023 | $61,263 | — | $5,970 | — | — |
| 2022 | $17,819 | — | — | — | — |