Plan Snapshot
- Plan Sponsor: Temple University Health System INC
- Sponsor EIN: 232825881
- Sponsor Address: 3509 NORTH BROAD STREET 9TH FLOOR, PHILADELPHIA, PA, 19140
- Plan Type: 403(b)
- Total Participants: 12,667
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,667 | $1.3B | $0 | $73.0M |
| 2023 | 12,223 | $1.2B | $79 | $68.7M |
| 2022 | 11,106 | $975.6M | $8,395 | $59.2M |
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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | Auditor | $26,670 | — | $26,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,670
- Estimated Expense Ratio: 0.002% 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 | $647,336 | $43,345 | — | $26,670 | — |
| 2023 | $777,375 | $57,727 | — | $26,670 | — |
| 2022 | $711,888 | — | — | — | — |