# Tennessee Independent Colleges And Universities Association, INC. 403(b) Plan
Source: https://planprovider.pro/companies/tennessee-independent-colleges-and-universities-association-inc-403b-plan

> Tennessee Independent Colleges And Universities Association, INC.'s 403(b) plan: 1,238 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tennessee Independent Colleges And Universities Association, INC.

- **Sponsor EIN:** 621155139

- **Sponsor Address:** 555 MARRIOTT DRIVE, NASHVILLE, TN, 37214

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

- **Total Participants:** 1,238

- **Total Assets:** $150.3M

## 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|1,238|$150.3M|$2.4M|$3.6M|

| 2023|1,392|$140.0M|$1.7M|$2.6M|

| 2022|723|$83.6M|$1.4M|$2.4M|

## 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|

| MILLENNIUM ADVISORY SERVICES, INC|INVESTMENT ADVISOR|$239,222|—|$239,222|

| PENTEGRA SERVICES, INC|PLAN ADMINISTRATOR|$68,457|—|$68,457|

| TIAA-TEACHERS INS & ANNUIT ASSOC|INVESTMENT PROVIDER|$67,434|—|$67,434|

| SAGEVIEW ADVISORY GROUP|INVESTMENT ADVISOR|$58,436|—|$58,436|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$15,704|—|$15,704|

| PLANCHECK CPA'S LLC|Auditor|$9,719|—|$9,719|

| FTB ADVISOR INC|INVESTMENT ADVISORY|$8,403|—|$8,403|

### Verified Provider Profiles

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

- [TIAA-TEACHERS INS & ANNUIT ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — INVESTMENT PROVIDER

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [PLANCHECK CPA'S LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $467,375

- **Estimated Expense Ratio:** 0.311% 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|$658,350|—|$222,145|$9,719|—|

| 2023|$549,482|$386,606|$155,893|—|—|

| 2022|$450,047|$296,519|$153,249|—|—|

## Similar Plans

- [Lipscomb University](https://planprovider.pro/companies/lipscomb-university-403b-plan) — 1,231 participants

- [South College Of Tennessee Dba South College](https://planprovider.pro/companies/south-college-of-tennessee-dba-south-college-401k-plan) — 1,261 participants

- [Chancelight, INC.](https://planprovider.pro/companies/chancelight-inc-401k-plan) — 1,290 participants

- [Meharry Medical College](https://planprovider.pro/companies/meharry-medical-college-403b-plan) — 1,375 participants

- [Oak Ridge Associated Universities](https://planprovider.pro/companies/oak-ridge-associated-universities-403b-plan) — 1,069 participants

- [Tennessee Association Of Independent Schools](https://planprovider.pro/companies/tennessee-association-of-independent-schools-403b-plan) — 894 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tennessee-independent-colleges-and-universities-association-inc-403b-plan)

© 2026 PlanProvider.Pro