Plan Snapshot
- Plan Sponsor: Morehouse College
- Sponsor EIN: 580566205
- Sponsor Address: 830 WESTVIEW DRIVE SW, ATLANTA, GA, 30314
- Plan Type: 403(b)
- Total Participants: 603
- Total Assets: $17.7M
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 | 603 | $17.7M | $0 | $863,911 |
| 2023 | 270 | $15.9M | $0 | $629,902 |
| 2022 | 268 | $14.3M | $0 | $586,707 |
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 | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,309 | — | — | — | — |
| 2023 | $12,038 | — | $1,832 | — | — |
| 2022 | $3,724 | — | — | — | — |