# The Nemours Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-nemours-foundation-403b-plan

> The Nemours Foundation's 403(b) plan: 9,806 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS , LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [VALIC](https://planprovider.pro/provider/corebridge-financial) — RECORDKEEPER

- [VANGUARD](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

- [KPMG LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-nemours-foundation-403b-plan)

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