# Oak Ridge Associated Universities 403(b) Plan
Source: https://planprovider.pro/companies/oak-ridge-associated-universities-403b-plan

> Oak Ridge Associated Universities's 403(b) plan: 1,069 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oak Ridge Associated Universities

- **Sponsor EIN:** 620476816

- **Sponsor Address:** 100 ORAU WAY, OAK RIDGE, TN, 378310117

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

- **Total Participants:** 1,069

- **Total Assets:** $359.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|1,069|$359.2M|$6.3M|$7.2M|

| 2023|1,114|$335.9M|$5.6M|$6.6M|

| 2022|799|$299.4M|$4.9M|$5.9M|

## 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|RECORD KEEPER|$71,906|—|$71,906|

| PENSIONMARK FINANCIAL GROUP, LLC|NONE|$8,501|—|$8,501|

| LBMC, PC|AUDITOR|$5,500|—|$5,500|

### 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) — RECORD KEEPER

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,907

- **Estimated Expense Ratio:** 0.024% 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|$90,488|—|—|—|—|

| 2023|$67,788|—|—|—|—|

| 2022|$134,709|$11,046|$123,663|—|—|

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