# Park Tudor Foundation 403(b) Plan
Source: https://planprovider.pro/companies/park-tudor-foundation-350909976-001

> Park Tudor Foundation's 403(b) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Park Tudor Foundation

- **Sponsor EIN:** 350909976

- **Sponsor Address:** 7200 NORTH COLLEGE AVENUE, INDIANAPOLIS, IN, 462403016

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

- **Plan Number:** 001

- **Total Participants:** 313

- **Total Assets:** $63.4M

## 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:** Yes

## Plan Financials by Year

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

| 2024|313|$63.4M|$1.1M|$1.1M|

| 2023|308|$59.0M|$1.0M|$1.0M|

| 2022|329|$54.1M|$1.1M|$979,477|

## 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|Custodian / Trustee|$31,749|—|$31,749|

| KATZ, SAPPER & MILLER|Auditor|$10,500|—|$10,500|

### 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) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,249

- **Estimated Expense Ratio:** 0.067% 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|$46,449|—|$46,449|—|—|

| 2023|$35,259|—|$35,259|—|—|

| 2022|$24,874|—|$24,874|—|—|

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