# Muhlenberg College 403(b) Plan
Source: https://planprovider.pro/companies/muhlenberg-college-403b-plan

> Muhlenberg College's 403(b) plan: 596 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CAPTRUST](https://planprovider.pro/provider/captrust) — NONE

- [TAIT, WELLER LLP](https://planprovider.pro/provider/tait-weller-and-baker-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|

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