Plan Snapshot
- Plan Sponsor: The Nemours Foundation
- Sponsor EIN: 590634433
- Sponsor Address: 10140 CENTURION PARKWAY NORTH, JACKSONVILLE, FL, 32256
- Plan Type: 403(b)
- Total Participants: 9,806
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 9,806 | $1.3B | $55.9M | $68.4M |
| 2023 | 9,053 | $1.1B | $51.1M | $61.8M |
| 2022 | 8,485 | $924.4M | $50.3M | $56.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $1,138,087 | — | $1,138,087 |
| GALLAGHER FIDUCIARY ADVISORS , LLC | CONSULTANT | $46,667 | — | $46,667 |
| VALIC | RECORDKEEPER | $25,714 | — | $25,714 |
| LARSON FINANCIAL GROUP LLC | SECURITIES BROKER | $17,887 | — | $17,887 |
| VANGUARD | RECORDKEEPER | $17,130 | — | $17,130 |
| MCADAM LLC | SECURITIES BROKER | $8,728 | — | $8,728 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS , LLC — CONSULTANT
- VALIC — RECORDKEEPER
- VANGUARD — RECORDKEEPER
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,254,213
- Estimated Expense Ratio: 0.095% 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 | $1,270,439 | $84,834 | — | — | — |
| 2023 | $1,037,969 | $25,206 | — | — | — |
| 2022 | $1,118,953 | $21,509 | — | — | $7,844 |