# New York University 403(b) Plan
Source: https://planprovider.pro/companies/new-york-university-403b-plan-001

> New York University's 403(b) plan: 10,895 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New York University

- **Sponsor EIN:** 135562308

- **Sponsor Address:** 105 E. 17TH STREET,, NEW YORK, NY, 10003

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

- **Total Participants:** 10,895

- **Total Assets:** $5.4B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|10,895|$5.4B|$109.2M|$100.5M|

| 2023|10,700|$4.9B|$99.5M|$95.1M|

| 2022|9,810|$4.2B|$92.5M|$87.9M|

## 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|$720,489|—|$720,489|

| VARIABLE ANNUITY LIFE INSURANCE CO.|NONE|$5,188|—|$5,188|

| PRICEWATERHOUSECOOPERS 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) — NONE

- [VARIABLE ANNUITY LIFE INSURANCE CO.](https://planprovider.pro/provider/corebridge-financial) — NONE

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $725,677

- **Estimated Expense Ratio:** 0.013% 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|$725,677|—|—|—|—|

| 2023|$642,769|—|—|—|—|

| 2022|$585,615|—|—|—|—|

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