# Trustees Of The University Of PA DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-003

> Trustees Of The University Of PA's DB plan: 894 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, PHILADELPHIA, PA, 191046205

- **Plan Type:** DB

- **Total Participants:** 894

- **Total Assets:** $195.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|894|$195.2M|$0|$0|

| 2023|959|$207.9M|$0|$0|

## 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](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:** $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|$751,091|$22,091|—|—|—|

| 2023|$712,025|$47,178|—|—|$117|

## Similar Plans

- [Bryn Mawr College](https://planprovider.pro/companies/bryn-mawr-college-403b-plan) — 885 participants

- [Penn Foster, INC.](https://planprovider.pro/companies/penn-foster-inc-401k-plan) — 866 participants

- [Widener University](https://planprovider.pro/companies/widener-university-401k-plan) — 932 participants

- [Eeg, INC.](https://planprovider.pro/companies/eeg-inc-401k-plan) — 942 participants

- [Arcadia University](https://planprovider.pro/companies/arcadia-university-403b-plan) — 829 participants

- [Gettysburg College](https://planprovider.pro/companies/gettysburg-college-403b-plan-002) — 780 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-003)

© 2026 PlanProvider.Pro