Plan Snapshot
- Plan Sponsor: Palmer College Foundation D/B/A Palmer College Of Chiropractic
- Sponsor EIN: 426081293
- Sponsor Address: 1000 BRADY STREET, DAVENPORT, IA, 52803
- Plan Type: 403(b)
- Total Participants: 366
- Total Assets: $61.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 366 | $61.8M | $2.0M | $2.4M |
| 2023 | 396 | $59.8M | $2.0M | $2.3M |
| 2022 | 410 | $54.1M | $2.0M | $2.3M |
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 |
|---|---|---|---|---|
| BT&CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO., P.A. — 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 | $27,211 | — | $27,211 | — | — |
| 2023 | $12,634 | — | — | — | — |
| 2022 | $63,256 | — | $63,256 | — | — |