# Mount Aloysius College 403(b) Plan
Source: https://planprovider.pro/companies/mount-aloysius-college-403b-plan

> Mount Aloysius College's 403(b) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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