Plan Snapshot
- Plan Sponsor: Union Commonwealth University
- Sponsor EIN: 610461768
- Sponsor Address: 310 COLLEGE STREET, BARBOURVILLE, KY, 409061499
- Plan Type: 403(b)
- Total Participants: 89
- Total Assets: $18.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $18.5M | $69,775 | $277,747 |
| 2023 | 79 | $17.8M | $61,154 | $245,627 |
| 2022 | 86 | $16.5M | $63,961 | $267,372 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $31,393 | — | $31,242 | — | — |
| 2023 | $39,036 | — | $37,565 | — | — |
| 2022 | $37,332 | — | $37,332 | — | — |