Plan Snapshot
- Plan Sponsor: University Of Pikeville
- Sponsor EIN: 610444788
- Sponsor Address: 147 SYCAMORE STREET, PIKEVILLE, KY, 41501
- Plan Type: 403(b)
- Total Participants: 581
- Total Assets: $46.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 581 | $46.7M | $1.8M | $1.7M |
| 2023 | 571 | $45.0M | $1.6M | $1.4M |
| 2022 | 512 | $38.8M | $1.4M | $1.2M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $52,275 | — | $52,275 |
| PLANPILOT, LLC | Investment Advisor | $33,525 | — | $33,525 |
| VALIC | Recordkeeper | $14,408 | — | $14,408 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,208
- Estimated Expense Ratio: 0.214% 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 | $14,408 | — | $14,408 | — | — |
| 2023 | $14,218 | — | $14,218 | — | — |
| 2022 | $79,840 | — | $14,913 | — | — |