# Roosevelt University 403(b) Plan
Source: https://planprovider.pro/companies/roosevelt-university-403b-plan

> Roosevelt University's 403(b) plan: 523 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roosevelt University

- **Sponsor EIN:** 362167854

- **Sponsor Address:** 430 SOUTH MICHIGAN AVENUE, CHICAGO, IL, 606051394

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

- **Total Participants:** 523

- **Total Assets:** $121.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|523|$121.5M|$0|$0|

| 2023|522|$115.1M|$0|$0|

## 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|

| CROWE LLP|Auditor|$19,750|—|$19,750|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,750

- **Estimated Expense Ratio:** 0.016% 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|$157,045|$55,380|—|$19,750|—|

| 2023|$114,786|$17,889|—|—|$13,860|

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