# Niagara University 403(b) Plan
Source: https://planprovider.pro/companies/niagara-univeristy-403b-plan

> Niagara University's 403(b) plan: 477 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Niagara University

- **Sponsor EIN:** 160755807

- **Sponsor Address:** P.O. BOX 1911, NIAGARA UNIVERSITY, NY, 141091911

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

- **Total Participants:** 477

- **Total Assets:** $181.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|477|$181.3M|$2.2M|$2.8M|

| 2023|474|$170.0M|$2.3M|$2.9M|

| 2022|466|$154.2M|$2.2M|$2.9M|

## 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|

| AXA EQUITABLE LIFE INSURANCE CO|RECORDKEEPER|$283|$68,163|$68,446|

| FIDUCIENT ADVISORS, LLC|INVESTMENT ADVISOR|$35,384|—|$35,384|

| FREED MAXICK CPAS, P.C.|PLAN AUDITOR|$32,500|—|$32,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AXA EQUITABLE LIFE INSURANCE CO](https://planprovider.pro/provider/equitable) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,330

- **Estimated Expense Ratio:** 0.075% 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|$84,611|$35,384|—|$32,500|—|

| 2023|$53,387|$42,753|—|$5,500|—|

| 2022|$73,401|$24,954|—|—|—|

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