# University Of Scranton 403(b) Plan
Source: https://planprovider.pro/companies/university-of-scranton-240795495-002

> University Of Scranton's 403(b) plan: 589 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 Scranton

- **Sponsor EIN:** 240795495

- **Sponsor Address:** 800 LINDEN STREET, SCRANTON, PA, 18510

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

- **Plan Number:** 002

- **Total Participants:** 589

- **Total Assets:** $153.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|589|$153.8M|$4.4M|$0|

| 2023|602|$145.2M|$4.6M|$0|

| 2022|632|$126.1M|$4.2M|$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|

| CAPFINANCIAL PARTNERS, LLC|Investment Advisor|$61,000|—|$61,000|

| TIAA|Recordkeeper|$43,357|—|$43,357|

| FORVIS MAZARS, LLP|Other Service Provider|$30,783|—|$30,783|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,140

- **Estimated Expense Ratio:** 0.088% 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|$138,606|$61,000|—|$30,783|—|

| 2023|$122,529|$93,924|$1,049|—|—|

| 2022|$77,979|$27,961|—|—|—|

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