# Rose-Hulman Institute Of Technology 403(b) Plan
Source: https://planprovider.pro/companies/rose-hulman-institute-of-technology-403b-plan

> Rose-Hulman Institute Of Technology's 403(b) plan: 565 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rose-Hulman Institute Of Technology

- **Sponsor EIN:** 350868149

- **Sponsor Address:** 5500 WABASH AVE., TERRE HAUTE, IN, 478033920

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

- **Total Participants:** 565

- **Total Assets:** $219.6M

## 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:** Yes

## Plan Financials by Year

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

| 2024|565|$219.6M|$4.1M|$3.1M|

| 2023|576|$202.0M|$3.7M|$2.6M|

| 2022|567|$178.1M|$4.4M|$2.5M|

## 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|

| PLANPILOT, LLC|NONE|$29,777|—|$29,777|

| TIAA-TEACHERS INS & ANNUITY ASSOC|NONE|$5,723|—|$5,723|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA-TEACHERS INS & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,500

- **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|$35,500|—|$35,500|—|—|

| 2023|$34,080|—|$34,080|—|—|

| 2022|$46,373|—|$46,373|—|—|

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