Plan Snapshot
- Plan Sponsor: University Of The Incarnate Word
- Sponsor EIN: 741109661
- Sponsor Address: 4301 BROADWAY, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Plan Number: 507
- Total Participants: 708
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 708 | $14.8M | $759,291 | $19,763 |
| 2023 | 711 | $13.2M | $698,258 | $23,623 |
| 2022 | 718 | $11.3M | $774,632 | $31,015 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $61,229 | — | $61,229 |
| TIAA | Recordkeeper | $5,107 | — | $5,107 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,336
- Estimated Expense Ratio: 0.447% 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 | $66,336 | — | — | — | — |
| 2023 | $74,887 | — | $74,887 | — | — |
| 2022 | $68,804 | — | $68,804 | — | — |