Plan Snapshot
- Plan Sponsor: Muhlenberg College
- Sponsor EIN: 231352664
- Sponsor Address: 2400 CHEW STREET, ALLENTOWN, PA, 18104
- Plan Type: 403(b)
- Total Participants: 596
- Total Assets: $176.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 596 | $176.6M | $1.9M | $2.3M |
| 2023 | 607 | $163.4M | $2.0M | $2.2M |
| 2022 | 605 | $151.5M | $1.7M | $2.0M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $84,805 | — | $84,805 |
| CAPTRUST | NONE | $45,000 | — | $45,000 |
| TAIT, WELLER LLP | NONE | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- CAPTRUST — NONE
- TAIT, WELLER LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,305
- Estimated Expense Ratio: 0.079% of plan assets
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 | $139,305 | $45,000 | $1,316 | $9,500 | — |
| 2023 | $123,696 | $45,000 | $1,638 | $9,500 | — |
| 2022 | $105,695 | $45,000 | — | — | $9,000 |