# Trustees Of The University Of PA DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-028

> Trustees Of The University Of PA's DC plan: 22,596 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:** 22,596

- **Total Assets:** $2.0B

## 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|22,596|$2.0B|$116.4M|$0|

| 2023|21,959|$1.7B|$108.2M|$0|

| 2022|19,891|$1.4B|$74.4M|$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|

| TIAA|NONE|$514,589|—|$514,589|

| 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:** $514,589

- **Estimated Expense Ratio:** 0.026% 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|$514,589|—|$11,914|—|—|

| 2023|$449,661|—|$12,027|—|—|

| 2022|$462,610|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-028)

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