Plan Snapshot
- Plan Sponsor: York University
- Sponsor EIN: 470418641
- Sponsor Address: 1125 EAST 8TH ST, YORK, NE, 68467
- Plan Type: 403(b)
- Total Participants: 114
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $3.6M | $92,799 | $80,337 |
| 2023 | 106 | $3.2M | $88,267 | $84,443 |
| 2022 | 97 | $2.6M | $91,143 | $89,609 |
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 |
|---|---|---|---|---|
| CORE CPAS, P.C. | Auditor | — | — | $0 |
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 | $257,533 | — | — | — | — |
| 2023 | $145,106 | — | $12,377 | — | — |
| 2022 | $11,893 | — | — | — | $11,893 |