Plan Snapshot
- Plan Sponsor: University Of Providence
- Sponsor EIN: 810231777
- Sponsor Address: 1301 20TH ST S, GREAT FALLS, MT, 594050000
- Plan Type: 403(b)
- Total Participants: 277
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 277 | $16.2M | $341,111 | $480,470 |
| 2023 | 263 | $14.9M | $292,436 | $447,787 |
| 2022 | 252 | $13.8M | $277,328 | $350,576 |
| 2019 | 222 | $13.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| DOUGLAS WILSON AND COMPANY P.C. | Auditor | — | — | $0 |
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 | $152 | — | $152 | — | — |
| 2023 | $100 | — | $100 | — | — |
| 2022 | $75 | — | $75 | — | — |
| 2019 | — | — | — | — | — |