# Robert Morris University 403(b) Plan
Source: https://planprovider.pro/companies/robert-morris-university-403b-plan

> Robert Morris University's 403(b) plan: 614 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robert Morris University

- **Sponsor EIN:** 251120678

- **Sponsor Address:** 6001 UNIVERSITY BLVD, MOON TOWNSHIP, PA, 151082574

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

- **Total Participants:** 614

- **Total Assets:** $187.6M

## 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|614|$187.6M|$2.5M|$3.8M|

| 2023|416|$170.7M|$2.6M|$3.8M|

| 2022|514|$161.6M|$3.0M|$4.0M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|CONSULTANT|$80,000|—|$80,000|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$73,349|—|$73,349|

| DELOITTE & TOUCHE, LLP|AUDITOR|$40,101|—|$40,101|

| COREBRIDGE|CONTRACT ADMINISTRATOR|$6,796|—|$6,796|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — CONSULTANT

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [DELOITTE & TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — AUDITOR

- [COREBRIDGE](https://planprovider.pro/provider/corebridge-financial) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $200,246

- **Estimated Expense Ratio:** 0.107% 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|$539,460|$955|$91,079|$40,101|—|

| 2023|$201,626|$1,030|$92,598|$40,367|—|

| 2022|$204,286|$80,000|$83,621|—|$40,665|

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