Plan Snapshot
- Plan Sponsor: Rockford University
- Sponsor EIN: 362167842
- Sponsor Address: 5050 E STATE ST, ROCKFORD, IL, 61108
- Plan Type: 403(b)
- Total Participants: 298
- Total Assets: $37.4M
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 | 298 | $37.4M | $375,474 | $765,581 |
| 2023 | 224 | $35.0M | $354,107 | $702,958 |
| 2022 | 263 | $32.6M | $372,443 | $678,881 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $1,166 | — | $1,166 | — | — |
| 2023 | $1,177 | — | $1,177 | — | — |
| 2022 | $1,144 | — | $1,144 | — | — |