Plan Snapshot
- Plan Sponsor: Ursinus College
- Sponsor EIN: 231177930
- Sponsor Address: 601 EAST MAIN STREET, COLLEGEVILLE, PA, 19426
- Plan Type: 403(b)
- Total Participants: 384
- Total Assets: $147.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 384 | $147.8M | $1.7M | $2.6M |
| 2023 | 440 | $138.7M | $2.0M | $2.7M |
| 2022 | 447 | $122.0M | $1.9M | $2.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $92,347 | $24,124 | $10,555 | — | — |
| 2023 | $84,754 | $46,729 | — | — | — |
| 2022 | $59,819 | $45,000 | — | — | $12,757 |