# Trustees Of The University Of Pennsylvania DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-university-of-pennsylvania-plan-006

> Trustees Of The University Of Pennsylvania's DB plan: 7,714 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 Pennsylvania

- **Sponsor EIN:** 231352685

- **Sponsor Address:** 150 MONUMENT ROAD, 4TH FLOOR, BALA CYNWYD, PA, 19004

- **Plan Type:** DB

- **Total Participants:** 7,714

- **Total Assets:** $2.8B

## 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|7,714|$2.8B|$0|$0|

| 2023|8,369|$2.9B|$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|

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

### Verified Provider Profiles

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

- [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:** $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|$2,952,769|$1,607,077|—|—|—|

| 2023|$1,349,152|—|—|—|$1,349,152|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-university-of-pennsylvania-plan-006)

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