Plan Snapshot
- Plan Sponsor: Ursinus College
- Sponsor EIN: 231177930
- Sponsor Address: 601 EAST MAIN STREET, COLLEGEVILLE, PA, 19426
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 247
- Total Assets: $7.2M
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 | 247 | $7.2M | $239,600 | $22,005 |
| 2023 | 290 | $6.6M | $304,800 | $18,733 |
| 2022 | 285 | $5.8M | $292,850 | $14,898 |
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 | $41,876 | — | $41,876 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,876
- Estimated Expense Ratio: 0.584% 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 | $41,876 | — | $41,876 | — | — |
| 2023 | $39,514 | — | $39,514 | — | — |
| 2022 | $36,543 | — | $36,543 | — | — |