# Nazareth University 403(b) Plan
Source: https://planprovider.pro/companies/nazareth-college-of-rochester-403b-plan

> Nazareth University's 403(b) plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-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|

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