Plan Snapshot
- Plan Sponsor: Nazareth University
- Sponsor EIN: 160743088
- Sponsor Address: 4245 EAST AVENUE, ROCHESTER, NY, 146183703
- Plan Type: 403(b)
- Total Participants: 429
- Total Assets: $163.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 429 | $163.3M | $1.6M | $2.1M |
| 2023 | 406 | $156.6M | $1.5M | $2.2M |
| 2022 | 413 | $146.1M | $1.7M | $2.3M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $49,942 | — | $49,942 |
| FIDUCIENT ADVISORS, LLC | NONE | $43,516 | — | $43,516 |
| BONADIO & CO., LLP | NONE | $12,100 | — | $12,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- BONADIO & CO., LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,558
- Estimated Expense Ratio: 0.065% 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 | $105,558 | $43,516 | — | $12,100 | — |
| 2023 | $82,625 | $41,752 | — | $6,000 | — |
| 2022 | $56,851 | $40,299 | — | — | $11,000 |