# Ursinus College 401(k) Plan
Source: https://planprovider.pro/companies/ursinus-college-231177930-510

> Ursinus College's 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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