# University Corporation For Atmospheric Research 403(b) Plan
Source: https://planprovider.pro/companies/university-corporation-for-atmospheric-research-403b-plan

> University Corporation For Atmospheric Research's 403(b) plan: 1,643 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Corporation For Atmospheric Research

- **Sponsor EIN:** 840412668

- **Sponsor Address:** PO BOX 3000, BOULDER, CO, 80307

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

- **Total Participants:** 1,643

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|1,643|$1.2B|$15.5M|$14.8M|

| 2023|1,676|$1.1B|$15.2M|$14.2M|

| 2022|1,444|$1.0B|$13.3M|$12.8M|

## 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|

| TIAA|NONE|$249,272|—|$249,272|

| MULTNOMAH GROUP, INC|NONE|$57,780|—|$57,780|

| CLIFTONLARSONALLEN LLP|NONE|$26,618|—|$26,618|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [MULTNOMAH GROUP, INC](https://planprovider.pro/provider/multnomah-group) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $333,670

- **Estimated Expense Ratio:** 0.027% 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|

| 2024|$333,670|—|—|$26,618|—|

| 2023|$314,614|—|—|$25,358|—|

| 2022|$242,296|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-corporation-for-atmospheric-research-403b-plan)

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