Plan Snapshot
- Plan Sponsor: University Of Indianapolis
- Sponsor EIN: 350868107
- Sponsor Address: 1400 EAST HANNA AVENUE, INDIANAPOLIS, IN, 46227
- Plan Type: 403(b)
- Total Participants: 1,564
- Total Assets: $172.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,564 | $172.5M | $2.3M | $3.1M |
| 2023 | 1,515 | $160.1M | $2.4M | $3.2M |
| 2022 | 868 | $147.3M | $2.0M | $3.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY DOMESTIC HOLDINGS | NONE | $12,500 | — | $12,500 |
| INSERO & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY DOMESTIC HOLDINGS — NONE
- INSERO & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.007% 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 | $12,500 | $12,500 | — | — | — |
| 2023 | $15,936 | $12,500 | $3,436 | — | — |
| 2022 | $51,087 | — | — | — | $50,820 |