Plan Snapshot
- Plan Sponsor: Morehouse School Of Medicine
- Sponsor EIN: 581438873
- Sponsor Address: 720 WESTVIEW DRIVE, S.W.,, ATLANTA, GA, 303101458
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,609
- Total Assets: $260.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,609 | $260.2M | $7.2M | $8.4M |
| 2023 | 761 | $231.1M | $5.9M | $7.7M |
| 2022 | 1,228 | $196.9M | $4.8M | $6.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | 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 | $103,927 | — | $103,927 | — | — |
| 2023 | $11,179 | — | $11,179 | — | — |
| 2022 | $11,191 | — | $11,191 | — | — |