Plan Snapshot
- Plan Sponsor: Mount Aloysius College
- Sponsor EIN: 251114320
- Sponsor Address: HUMAN RESOURCES DEPARTMENT, CRESSON, PA, 166300000
- Plan Type: 403(b)
- Total Participants: 168
- Total Assets: $41.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 168 | $41.7M | $518,606 | $810,195 |
| 2023 | 161 | $38.7M | $468,873 | $732,643 |
| 2022 | 157 | $34.6M | $444,249 | $681,355 |
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 |
|---|---|---|---|---|
| YOUNG OAKES BROWN & CO PC | 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 | $44,129 | — | $44,129 | — | — |
| 2023 | $28,582 | — | $28,582 | — | — |
| 2022 | $26,317 | — | $26,317 | — | — |