# The University Of The Arts 403(b) Plan
Source: https://planprovider.pro/companies/the-university-of-the-arts-403b-plan

> The University Of The Arts&#39;s 403(b) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The University Of The Arts

- **Sponsor EIN:** 231639911

- **Sponsor Address:** 2301 E. EVESHAM ROAD, VOORHEES, NJ, 08043

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

- **Total Participants:** 205

- **Total Assets:** $95.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|205|$95.4M|$511,395|$710,284|

| 2023|300|$99.1M|$755,551|$1.1M|

| 2022|286|$91.3M|$722,631|$1.1M|

## 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|

| GIULIANO, MILLER & COMPANY, LLC|NONE|$70,000|—|$70,000|

| CAPFINANCIAL PARTNERS LLC|NONE|$41,935|—|$41,935|

| SEE ATTACHED REASONABLE CAUSE|Auditor|$2,200|—|$2,200|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,135

- **Estimated Expense Ratio:** 0.120% 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|$116,071|$41,935|$1,086|$2,200|—|

| 2023|$57,762|$41,112|—|$16,100|—|

| 2022|$55,846|$40,096|—|—|$15,300|

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