# Trustees Of The Univ. Of Penn 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-the-univ-of-penn-403b-plan

> Trustees Of The Univ. Of Penn's 403(b) plan: 45,420 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FID INV INSTL OPS CP|RECORDKEEPER/ ADMIN|$2,357,876|—|$2,357,876|

| HORSEY, BUCKNER & HEFFLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FID INV INSTL OPS CP](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER/ ADMIN

- [HORSEY, BUCKNER & HEFFLER, LLP](https://planprovider.pro/provider/horsey-buckner-and-heffler-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,357,876

- **Estimated Expense Ratio:** 0.066% 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|$2,353,021|—|$2,400|—|—|

| 2023|$2,217,430|—|$5,100|—|—|

| 2022|$2,081,420|—|—|—|—|

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