Plan Snapshot
- Plan Sponsor: The University Of Tampa
- Sponsor EIN: 590624459
- Sponsor Address: 401 WEST KENNEDY BLVD, TAMPA, FL, 336061450
- Plan Type: 403(b)
- Total Participants: 1,651
- Total Assets: $226.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 1,651 | $226.8M | $5.7M | $6.6M |
| 2023 | 1,039 | $203.6M | $5.1M | $5.9M |
| 2022 | 916 | $177.5M | $4.3M | $5.3M |
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 |
|---|---|---|---|---|
| CLIFTON ALLEN LARSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON ALLEN LARSON, 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 | $132,755 | $52,660 | $931 | — | — |
| 2023 | $121,823 | $38,625 | $9,728 | — | — |
| 2022 | $88,248 | $50,000 | — | — | — |