Plan Snapshot
- Plan Sponsor: Trustees Of The Univ. Of Penn
- Sponsor EIN: 231352685
- Sponsor Address: 3600 CIVIC CENTER BOULEVARD, PHILADELPHIA, PA, 19104
- Plan Type: 403(b)
- Total Participants: 45,420
- Total Assets: $3.6B
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 | 45,420 | $3.6B | $0 | $287.4M |
| 2023 | 43,405 | $3.1B | $0 | $259.2M |
| 2022 | 41,942 | $2.5B | $0 | $234.7M |
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 |
|---|---|---|---|---|
| HORSEY, BUCKNER & HEFFLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORSEY, BUCKNER & HEFFLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,353,021 | — | $2,400 | — | — |
| 2023 | $2,217,430 | — | $5,100 | — | — |
| 2022 | $2,081,420 | — | — | — | — |