Plan Snapshot
- Plan Sponsor: Vanderbilt University
- Sponsor EIN: 620476822
- Sponsor Address: PMB 407700, NASHVILLE, TN, 372407700
- Plan Type: 403(b)
- Total Participants: 8,410
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 8,410 | $2.5B | $33.4M | $63.1M |
| 2023 | 7,820 | $2.3B | $25.0M | $55.0M |
| 2022 | 7,441 | $2.1B | $21.7M | $48.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $345,616 | — | $345,616 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $315,454 | — | $315,454 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- 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: $661,070
- Estimated Expense Ratio: 0.026% 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 | $654,661 | — | $654,661 | — | — |
| 2023 | $566,787 | — | $566,787 | — | — |
| 2022 | $790,569 | — | $790,569 | — | — |