Plan Snapshot
- Plan Sponsor: Thomas Jefferson University
- Sponsor EIN: 231352651
- Sponsor Address: 1101 MARKET STREET, SUITE 2300, PHILADELPHIA, PA, 19107
- Plan Type: DB
- Total Participants: 11,383
- Total Assets: $2.1B
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 | 11,383 | $2.1B | $38.3M | $0 |
| 2023 | 6,179 | $1.6B | $27.7M | $0 |
| 2022 | 6,814 | $1.6B | $46.6M | $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 |
|---|---|---|---|---|
| FRANK RUSSELL COMPANY | Investment Advisor | $3,002,123 | — | $3,002,123 |
| ALRIGHT HOLDINGS COMPANY LLC | Other Service Provider | $1,555,835 | — | $1,555,835 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $622,653 | — | $622,653 |
| AON CONSULTING INC. | Other Service Provider | $253,785 | — | $253,785 |
| RUSSELL TRUST COMPANY | Other Service Provider | $82,429 | — | $82,429 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK RUSSELL COMPANY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,516,825
- Estimated Expense Ratio: 0.265% 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 | $8,319,211 | — | — | — | — |
| 2023 | $11,792,073 | $3,091,266 | — | — | — |
| 2022 | $19,667,681 | — | — | — | — |