Plan Snapshot
- Plan Sponsor: Syracuse University
- Sponsor EIN: 150532081
- Sponsor Address: HUMAN RESOURCES, SUITE 1001, SYRACUSE, NY, 13244
- Plan Type: 403(b)
- Total Participants: 5,308
- Total Assets: $1.7B
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. |
|---|---|---|---|---|
| 2024 | 5,308 | $1.7B | $44.3M | $0 |
| 2023 | 5,207 | $1.6B | $40.8M | $0 |
| 2022 | 4,995 | $1.5B | $38.4M | $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 |
|---|---|---|---|---|
| TIAA | NONE | $163,846 | — | $163,846 |
| CAPFINANCIAL PARTNERS LLC | NONE | $13,333 | — | $13,333 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,179
- Estimated Expense Ratio: 0.010% 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 | $177,179 | $13,333 | — | — | — |
| 2023 | $41,212 | — | — | — | — |
| 2022 | $24,977 | — | — | — | — |