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

> York University's 403(b) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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