Plan Snapshot
- Plan Sponsor: University Of Pittsburgh And Upmc Medical And Health Sciences Foundati
- Sponsor EIN: 113708851
- Sponsor Address: 200 S. CRAIG STREET, PITTSBURGH, PA, 15260
- Plan Type: 403(b)
- Total Participants: 92
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 92 | $14.0M | $0 | $722,150 |
| 2023 | 90 | $12.4M | $0 | $671,832 |
| 2022 | 83 | $10.4M | $0 | $625,027 |
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 |
|---|---|---|---|---|
| LOUIS PLUNG & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOUIS PLUNG & COMPANY — 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 | $3,897 | $1,501 | $2,396 | — | — |
| 2023 | $3,530 | $1,176 | $2,354 | — | — |
| 2022 | $2,288 | — | $2,288 | — | — |