Plan Snapshot
- Plan Sponsor: Ucf Athletics Association, INC.
- Sponsor EIN: 562334448
- Sponsor Address: 4000 CENTRAL FLORIDA BLVD, ORLANDO, FL, 32816
- Plan Type: 403(b)
- Total Participants: 446
- Total Assets: $18.0M
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 | 446 | $18.0M | $969,455 | $1.1M |
| 2023 | 441 | $17.0M | $893,463 | $1.2M |
| 2022 | 430 | $15.1M | $821,065 | $1.1M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $44,313 | — | $44,313 | — | — |
| 2023 | $39,111 | — | $39,111 | — | — |
| 2022 | $40,253 | — | $40,253 | — | — |