# Oral Roberts University 403(b) Plan
Source: https://planprovider.pro/companies/oral-roberts-university-403b-plan

> Oral Roberts University's 403(b) plan: 483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oral Roberts University

- **Sponsor EIN:** 730739626

- **Sponsor Address:** 7777 S. LEWIS AVE, TULSA, OK, 74171

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

- **Total Participants:** 483

- **Total Assets:** $74.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|483|$74.7M|$652,387|$2.0M|

| 2023|497|$69.5M|$622,187|$1.9M|

| 2022|504|$63.6M|$625,143|$1.9M|

## 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|$66,557|—|$66,557|

| MARINER WEALTH ADVISORS, LLC|NONE|$32,000|—|$32,000|

| HOGANTAYLOR LLP|NONE|$22,700|—|$22,700|

### 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

- [HOGANTAYLOR LLP](https://planprovider.pro/provider/hogan-taylor-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,257

- **Estimated Expense Ratio:** 0.162% 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|$123,961|$32,000|—|$22,700|—|

| 2023|$112,335|$32,000|—|$18,900|—|

| 2022|$114,264|$28,250|—|—|$28,100|

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