# University Of The Incarnate Word 401(k) Plan
Source: https://planprovider.pro/companies/university-of-the-incarnate-word-741109661-507

> University Of The Incarnate Word's 401(k) plan: 708 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 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](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:** $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|—|—|

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