# Neumann University 403(b) Plan
Source: https://planprovider.pro/companies/neumann-university-403b-plan

> Neumann University's 403(b) plan: 452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neumann University

- **Sponsor EIN:** 231657958

- **Sponsor Address:** ONE NEUMANN DRIVE, ASTON, PA, 190141298

- **Plan Type:** 403(b)

- **Total Participants:** 452

- **Total Assets:** $63.4M

## 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|452|$63.4M|$797,680|$1.2M|

| 2023|443|$58.9M|$893,786|$1.3M|

| 2022|439|$54.1M|$930,014|$1.4M|

## 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|RECORDKEEPER|$31,692|—|$31,692|

| FLEXPATH STRATEGIES LLC|INVESTMENT MANAGER|$28,485|—|$28,485|

| NFP RETIREMENT, INC|ADVISOR|$17,514|—|$17,514|

| BROWN, EDWARDS & COMPANY LLP|Auditor|—|—|$0|

### 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) — RECORDKEEPER

- [NFP RETIREMENT, INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [BROWN, EDWARDS & COMPANY LLP](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,691

- **Estimated Expense Ratio:** 0.123% 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|$79,641|—|$51,156|—|—|

| 2023|$49,492|—|$49,492|—|—|

| 2022|$133,215|$25,006|$108,208|—|—|

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