# University Of Miami 403(b) Plan
Source: https://planprovider.pro/companies/university-of-miami-403b-plan-007

> University Of Miami's 403(b) plan: 8,258 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, SUITE 200.01, CORAL GABLES, FL, 33146

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

- **Total Participants:** 8,258

- **Total Assets:** $128.1M

## 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|8,258|$128.1M|$22.5M|$22.2M|

| 2023|5,930|$66.5M|$11.7M|$14.9M|

| 2022|4,394|$29.5M|$5.6M|$9.5M|

## 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 OP CO LLC|RECORDKEEPER|$139,549|—|$139,549|

| STRATEGIC ADVISORS, INC.|NONE|$33,527|—|$33,527|

| KPMG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [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:** $173,076

- **Estimated Expense Ratio:** 0.135% 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|$172,857|$33,527|$5|—|—|

| 2023|$75,866|$18,781|$2|—|—|

| 2022|$33,750|$8,830|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-miami-403b-plan-007)

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