# University Of Evansville 403(b) Plan
Source: https://planprovider.pro/companies/university-of-evansville-403b-plan

> University Of Evansville's 403(b) plan: 892 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Of Evansville

- **Sponsor EIN:** 350868074

- **Sponsor Address:** 1800 LINCOLN AVE, EVANSVILLE, IN, 47722

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

- **Total Participants:** 892

- **Total Assets:** $193.2M

## 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|892|$193.2M|$1.5M|$1.9M|

| 2023|1,319|$187.7M|$1.5M|$1.9M|

| 2022|359|$172.6M|$1.4M|$1.9M|

## 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|$62,046|—|$62,046|

| PLANPILOT, LLC|NONE|$29,994|—|$29,994|

| HARDING, SHYMANSKI & CO, P.S.C.|NONE|$7,851|—|$7,851|

### 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

- [HARDING, SHYMANSKI & CO, P.S.C.](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,891

- **Estimated Expense Ratio:** 0.052% 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|$99,891|—|—|$7,851|—|

| 2023|$93,331|—|—|$12,000|—|

| 2022|$118,777|—|$7,000|—|$52,828|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-evansville-403b-plan)

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