# Trustees Of The University Of PA DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-001

> Trustees Of The University Of PA's DC plan: 22,806 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 University Of PA

- **Sponsor EIN:** 231352685

- **Sponsor Address:** 3451 WALNUT STREET, 6TH FLOOR, PHILADELPHIA, PA, 191046205

- **Plan Type:** DC

- **Total Participants:** 22,806

- **Total Assets:** $7.0B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|22,806|$7.0B|$106.2M|$116.2M|

| 2023|22,109|$6.3B|$100.1M|$108.5M|

| 2022|15,285|$5.5B|$86.4M|$97.3M|

## 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|$494,720|—|$494,720|

| MGS LLP|Auditor|—|—|$0|

### 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

- [MGS LLP](https://planprovider.pro/provider/mgs-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $494,720

- **Estimated Expense Ratio:** 0.007% 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|$494,720|—|$31,705|—|—|

| 2023|$492,365|—|$39,758|—|—|

| 2022|$606,771|—|—|—|—|

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