# Samford University 401(k) Plan
Source: https://planprovider.pro/companies/samford-university-401k-plan

> Samford University's 401(k) plan: 1,596 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Samford University

- **Sponsor EIN:** 630312914

- **Sponsor Address:** 800 LAKESHORE DRIVE, BIRMINGHAM, AL, 352290001

- **Plan Type:** 401(k)

- **Total Participants:** 1,596

- **Total Assets:** $127.0M

## 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|1,596|$127.0M|$6.4M|$5.7M|

| 2023|1,431|$108.0M|$5.9M|$5.4M|

| 2022|1,618|$90.6M|$5.9M|$5.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$82,984|—|$82,984|

| TIAA|INSURANCE CARRIER|$37,105|—|$37,105|

| JOHNSON STERLING, INC.|CONSULTANT|$33,825|—|$33,825|

| CROWE LLP|AUDITOR|$29,457|—|$29,457|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,537|—|$6,537|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — INSURANCE CARRIER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $189,908

- **Estimated Expense Ratio:** 0.149% 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|$190,399|$40,362|$37,105|$29,457|—|

| 2023|$72,807|$3,138|$34,931|$22,925|—|

| 2022|$324,369|—|$28,781|—|$27,750|

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