# Samford University DB Plan
Source: https://planprovider.pro/companies/samford-university-plan-004

> Samford University's DB plan: 299 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:** DB

- **Total Participants:** 299

- **Total Assets:** $170.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|299|$170.2M|$5.2M|$0|

| 2023|327|$181.0M|$4.6M|$0|

| 2022|370|$180.5M|$3.0M|$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|$34,292|—|$34,292|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,292

- **Estimated Expense Ratio:** 0.020% 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|$1,462,200|$122,163|—|$34,292|—|

| 2023|$1,770,679|$123,378|—|$27,125|—|

| 2022|$1,802,814|$246,928|—|—|$177,338|

## Similar Plans

- [Huntingdon College](https://planprovider.pro/companies/huntingdon-college-403b-plan) — 267 participants

- [Birmingham-Southern College](https://planprovider.pro/companies/birmingham-southern-college-403b-plan) — 361 participants

- [The Montgomery Academy](https://planprovider.pro/companies/the-montgomery-academy-403b-plan) — 218 participants

- [American Christian Education Association, INC.](https://planprovider.pro/companies/american-christian-education-association-inc-401k-plan) — 209 participants

- [Faulkner University](https://planprovider.pro/companies/faulkner-university-403b-plan) — 396 participants

- [Madison Academy, INC.](https://planprovider.pro/companies/madison-academy-inc-plan) — 191 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/samford-university-plan-004)

© 2026 PlanProvider.Pro