# Vanderbilt University 403(b) Plan
Source: https://planprovider.pro/companies/vanderbilt-university-403b-plan

> Vanderbilt University's 403(b) plan: 8,410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vanderbilt-university-403b-plan)

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