# Morehouse School Of Medicine 403(b) Plan
Source: https://planprovider.pro/companies/morehouse-school-of-medicine-581438873-001

> Morehouse School Of Medicine's 403(b) plan: 1,609 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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