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: 27,753
- Total Assets: $2.3B
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 | 27,753 | $2.3B | $0 | $79.3M |
| 2023 | 26,912 | $2.0B | $0 | $75.5M |
| 2022 | 21,603 | $1.7B | $0 | $67.1M |
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 |
|---|---|---|---|---|
| MGS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MGS 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 | $197,564 | — | — | — | — |
| 2023 | $191,353 | — | — | — | — |
| 2022 | $229,537 | — | — | — | — |