# University Of Pittsburgh And Upmc Medical And Health Sciences Foundati 403(b) Plan
Source: https://planprovider.pro/companies/university-of-pittsburgh-and-upmc-medical-and-health-sciences-foundat-403b-plan

> University Of Pittsburgh And Upmc Medical And Health Sciences Foundati's 403(b) plan: 92 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/louis-plung-and-company-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|$3,897|$1,501|$2,396|—|—|

| 2023|$3,530|$1,176|$2,354|—|—|

| 2022|$2,288|—|$2,288|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-pittsburgh-and-upmc-medical-and-health-sciences-foundat-403b-plan)

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