Plan Snapshot
- Plan Sponsor: Simpson College
- Sponsor EIN: 420680389
- Sponsor Address: 701 NORTH C STREET, INDIANOLA, IA, 50125
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 209 | $74.8M | $577,311 | $809,226 |
| 2023 | 197 | $69.6M | $562,078 | $839,541 |
| 2022 | 204 | $64.3M | $548,408 | $805,643 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $21,300 | — | $21,300 |
| TIAA | Recordkeeper | $17,181 | — | $17,181 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,481
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 |
|---|---|---|---|---|---|
| 2025 | $8,523,975 | — | — | $8,138 | — |
| 2024 | $43,311 | $21,300 | $365 | $4,830 | — |
| 2023 | $25,559 | $12,372 | $207 | — | — |
| 2022 | $43,753 | $31,156 | — | — | — |