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

> University Of Indianapolis's 403(b) plan: 1,564 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 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](https://planprovider.pro/provider/morgan-stanley) — NONE

- [INSERO & CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-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|

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