# University Of Miami 403(b) Plan
Source: https://planprovider.pro/companies/university-of-miami-403b-plan-005

> University Of Miami's 403(b) plan: 12,347 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 Miami

- **Sponsor EIN:** 590624458

- **Sponsor Address:** 6200 SAN AMARO DRIVE, CORAL GABLES, FL, 33146

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

- **Total Participants:** 12,347

- **Total Assets:** $2.1B

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12,347|$2.1B|$103.8M|$80.0M|

| 2023|12,711|$1.7B|$96.0M|$74.7M|

| 2022|12,683|$1.4B|$84.0M|$67.9M|

## 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|

| FIDELITY INVESTMENTS INST OPS CO IN|RECORDKEEPER|$723,076|—|$723,076|

| STRATEGIC ADVISORS, INC|NONE|$561,620|—|$561,620|

| FIDELITY MANAGEMENT TRUST COMPANY|RECORDKEEPER|$20,688|—|$20,688|

| VARIABLE ANNUITY LIFE INSURANCE COM|RECORDKEEPER|$17,026|—|$17,026|

| TIAA|RECORDKEEPER|$6,270|—|$6,270|

| KPMG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INST OPS CO IN](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC](https://planprovider.pro/provider/creative-planning) — NONE

- [VARIABLE ANNUITY LIFE INSURANCE COM](https://planprovider.pro/provider/corebridge-financial) — RECORDKEEPER

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,328,680

- **Estimated Expense Ratio:** 0.064% 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|$1,320,431|$745,935|$53,214|—|—|

| 2023|$2,002,928|$737,668|$26,002|—|—|

| 2022|$1,168,155|$595,123|$16,114|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-miami-403b-plan-005)

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