Plan Snapshot
- Plan Sponsor: New York University
- Sponsor EIN: 135562308
- Sponsor Address: ONE PARK AVENUE,, NEW YORK, NY, 10016
- Plan Type: 403(b)
- Total Participants: 11,831
- Total Assets: $999.6M
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 | 11,831 | $999.6M | $35.3M | $48.7M |
| 2023 | 10,962 | $834.2M | $29.6M | $40.8M |
| 2022 | 9,451 | $670.4M | $28.6M | $39.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $250,756 | — | $2,581 | — | — |
| 2023 | $24,554 | — | — | — | — |
| 2022 | $39,485 | — | — | — | — |