Plan Snapshot
- Plan Sponsor: Palm Beach Atlantic University, INC.
- Sponsor EIN: 591092732
- Sponsor Address: 901 S FLAGLER DRIVE, WEST PALM BEACH, FL, 334016505
- Plan Type: 403(b)
- Total Participants: 1,566
- Total Assets: $83.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,566 | $83.9M | $1.6M | $2.5M |
| 2023 | 1,526 | $75.5M | $1.3M | $2.2M |
| 2022 | 1,339 | $67.0M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY 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 | $100,556 | — | — | — | — |
| 2023 | $79,996 | — | — | — | — |
| 2022 | $124,348 | — | — | — | — |