# Tusculum University 403(b) Plan
Source: https://planprovider.pro/companies/tusculum-university-403b-plan

> Tusculum University's 403(b) plan: 207 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Tusculum University

- **Sponsor EIN:** 620484185

- **Sponsor Address:** 60 SHILOH RD, GREENVILLE, TN, 377430595

- **Plan Type:** 403(b)

- **Total Participants:** 207

- **Total Assets:** $20.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|207|$20.8M|$58,215|$401,851|

| 2022|238|$19.4M|$0|$336,231|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$49,228|—|$49,228|

| EDWARD JONES|INVESTMENT ADVISORY|—|$15,038|$15,038|

| BLACKBURN, CHILDERS & STEAGALL, PLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,266

- **Estimated Expense Ratio:** 0.309% 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|

| 2023|$28,786|—|$28,786|—|—|

| 2022|$28,360|—|$28,360|—|—|

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