Plan Snapshot
- Plan Sponsor: Tuskegee University
- Sponsor EIN: 630288878
- Sponsor Address: 1200 W MONTGOMERY ROAD, TUSKEGEE, AL, 36088
- Plan Type: 403(b)
- Total Participants: 604
- Total Assets: $139.1M
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. |
|---|---|---|---|---|
| 2024 | 604 | $139.1M | $789,319 | $1.6M |
| 2023 | 590 | $128.9M | $908,495 | $1.9M |
| 2022 | 595 | $119.5M | $842,479 | $1.8M |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $87,190 | $39,924 | — | — | — |
| 2023 | $87,269 | $50,680 | — | — | — |
| 2022 | $63,418 | $41,735 | — | — | — |