Harding University Defined Contribution Retirement Plan — Form 5500 plan (Harding University)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Harding University Defined Contribution Retirement Plan is a benefit plan reported by Harding University under EIN 71-0236896 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,263 participants and $189,314,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harding University
- EIN
- 71-0236896
- Plan number
- 001
- Plan type
- 2
- Location
- Searcy, AR
- Latest filing year
- 2023
- Participants
- 1,263
- End-of-year plan assets
- $189,314,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,263 | H, C | 20240911095502NAL0008342353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,314,679
- Net assets (EOY)
- $189,314,679
- Net assets (BOY)
- $170,724,984
Income & contributions
- Employer contributions
- $3,377,167
- Participant contributions
- $3,892,542
- Total contributions
- $7,381,111
- Total income / additions
- $32,871,837
Expenses & distributions
- Benefits paid
- $14,133,868
- Administrative expenses
- $148,274
- Total expenses
- $14,282,142
- Net increase / (decrease)
- $18,589,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $74,482 | $0 | 2023 |
| Cbiz Investment Advisory Services | NONE | $43,379 | not reported in the loaded dataset | 2023 |
| Hogantaylor Llp | NONE | $20,355 | not reported in the loaded dataset | 2023 |
| Friday, Eldredge & Clark, Llp | NONE | $10,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harding University
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Searcy, AR
- Tiaa — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Hogantaylor Llp — Schedule C compensation
- Friday, Eldredge & Clark, Llp — Schedule C compensation