# Stevenson University, INC. 403(b) Plan
Source: https://planprovider.pro/companies/stevenson-university-inc-520705392-010

> Stevenson University, INC.'s 403(b) plan: 1,124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stevenson University, INC.

- **Sponsor EIN:** 520705392

- **Sponsor Address:** 1525 GREENSPRING VALLEY ROAD, STEVENSON, MD, 211530641

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

- **Plan Number:** 010

- **Total Participants:** 1,124

- **Total Assets:** $117.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,124|$117.8M|$1.8M|$2.7M|

| 2023|831|$110.3M|$1.8M|$2.7M|

| 2022|766|$102.2M|$1.7M|$3.0M|

## 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|

| TIAA|Recordkeeper|$61,745|—|$61,745|

| FIDUCIENT ADVISORS, LLC|Other Service Provider|$38,002|—|$38,002|

| BDO USA, P.C.|Auditor|$16,300|—|$16,300|

### Verified Provider Profiles

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

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,047

- **Estimated Expense Ratio:** 0.099% 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|$119,713|$38,002|—|$16,300|—|

| 2023|$132,658|$37,702|$159|$30,760|—|

| 2022|$101,003|$35,821|—|—|$5,593|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stevenson-university-inc-520705392-010)

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