Plan Snapshot
- Plan Sponsor: University Of Miami
- Sponsor EIN: 590624458
- Sponsor Address: 6200 SAN AMARO DRIVE, SUITE 200.01, CORAL GABLES, FL, 33146
- Plan Type: 403(b)
- Total Participants: 1,738
- Total Assets: $809.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,738 | $809.8M | $0 | $17.3M |
| 2023 | 2,117 | $758.0M | $0 | $17.3M |
| 2022 | 1,918 | $689.2M | $0 | $16.9M |
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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
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 | $173,409 | $154,392 | $102 | — | — |
| 2023 | $177,445 | $146,139 | $102 | — | — |
| 2022 | $219,500 | $53,693 | $22,294 | — | — |