Plan Snapshot
- Plan Sponsor: Rivier University
- Sponsor EIN: 020223339
- Sponsor Address: 420 SOUTH MAIN STREET, NASHUA, NH, 030605086
- Plan Type: 403(b)
- Total Participants: 232
- Total Assets: $42.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 232 | $42.3M | $514,974 | $1.1M |
| 2023 | 249 | $41.5M | $466,346 | $1.1M |
| 2022 | 238 | $36.6M | $402,140 | $971,937 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE 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 | $51,899 | $20,000 | — | — | — |
| 2023 | $39,467 | $20,000 | — | — | — |
| 2022 | $20,000 | $19,925 | $75 | — | — |