# Quincy University Corporation 403(b) Plan
Source: https://planprovider.pro/companies/quincy-university-corporation-370661231-001

> Quincy University Corporation&#39;s 403(b) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Quincy University Corporation

- **Sponsor EIN:** 370661231

- **Sponsor Address:** 1800 COLLEGE AVENUE, QUINCY, IL, 623012670

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

- **Plan Number:** 001

- **Total Participants:** 325

- **Total Assets:** $23.8M

## 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|325|$23.8M|$201,839|$629,224|

| 2023|288|$22.6M|$198,588|$565,538|

| 2022|209|$20.6M|$148,024|$463,765|

## 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|

| RAYMOND JAMES & ASSOCIATES, INC.|Investment Advisor|—|$21,955|$21,955|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$10,783|—|$10,783|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,738

- **Estimated Expense Ratio:** 0.137% 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|$10,783|—|$10,783|—|—|

| 2023|$23,604|—|$23,604|—|—|

| 2022|$40,744|—|$40,744|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/quincy-university-corporation-370661231-001)

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