Plan Snapshot
- Plan Sponsor: The Nemours Foundation
- Sponsor EIN: 590634433
- Sponsor Address: 10140 CENTURION PARKWAY NORTH, JACKSONVILLE, FL, 32256
- Plan Type: DB
- Total Participants: 1,360
- Total Assets: $635.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,360 | $635.4M | $20.0M | $0 |
| 2023 | 1,475 | $632.8M | $20.0M | $0 |
| 2022 | 1,586 | $601.6M | $20.0M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $672,519 | — | $672,519 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $305,123 | — | $305,123 |
| KPMG | Auditor | $157,730 | — | $157,730 |
| POLUNIN CAPITAL PARTNERS LIMITED | Other Service Provider | $147,085 | — | $147,085 |
| DODGE & COX | Other Service Provider | $77,208 | — | $77,208 |
| NEUBERGER BERMAN FIXED INCOME LLC | Other Service Provider | $48,176 | — | $48,176 |
| MEREWETHER INVESTMENT MGMT, LP | Other Service Provider | — | $31,066 | $31,066 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,438,907
- Estimated Expense Ratio: 0.226% 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 | $4,631,827 | $98,627 | $145,230 | — | — |
| 2023 | $4,191,837 | $68,977 | $137,472 | — | — |
| 2022 | $4,457,351 | $250,482 | — | — | $1,339,650 |