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

> Tuskegee University's 403(b) plan: 604 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/warren-averett-llc) — 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|—|—|—|

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- [Samford University](https://planprovider.pro/companies/samford-university-401k-plan) — 1,596 participants

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