# Touro University 403(b) Plan
Source: https://planprovider.pro/companies/touro-university-403b-plan

> Touro University's 403(b) plan: 5,204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Touro University

- **Sponsor EIN:** 132676570

- **Sponsor Address:** 202 WEST 43RD STREET, NEW YORK, NY, 10036

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

- **Total Participants:** 5,204

- **Total Assets:** $458.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|5,204|$458.1M|$7.7M|$17.0M|

| 2023|4,788|$401.5M|$7.2M|$16.1M|

| 2022|4,055|$342.2M|$6.6M|$14.4M|

## 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|

| TIAA|NONE|$119,227|—|$119,227|

| CAPFINANCIAL PARTNERS, LLC|NONE|$87,023|—|$87,023|

| RBT CPAS, LLP|NONE|$13,000|—|$13,000|

| CAPFINANCIAL PARTNERS LLC|NONE|$12,908|—|$12,908|

| FIDELITY INV INST OPER CO INC|NONE|$7,380|—|$7,380|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [FIDELITY INV INST OPER CO INC](https://planprovider.pro/provider/fidelity-investments) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $239,538

- **Estimated Expense Ratio:** 0.052% 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|$242,222|—|$234,842|—|—|

| 2023|$192,543|—|$192,543|—|—|

| 2022|$273,765|—|$273,765|—|—|

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