# Case Western Reserve University DB Plan
Source: https://planprovider.pro/companies/case-western-reserve-university-plan-003

> Case Western Reserve University's DB plan: 714 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Case Western Reserve University

- **Sponsor EIN:** 341018992

- **Sponsor Address:** 10900 EUCLID AVENUE, CLEVELAND, OH, 44106

- **Plan Type:** DB

- **Total Participants:** 714

- **Total Assets:** $249.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|714|$249.5M|$0|$0|

| 2023|790|$225.2M|$0|$0|

## 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|

| MALONEY & NOVOTNY, LLC|Auditor|$28,100|—|$28,100|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MALONEY & NOVOTNY, LLC](https://planprovider.pro/provider/maloney-novotny-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,100

- **Estimated Expense Ratio:** 0.011% 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|$3,600,781|$15,000|$54,300|$28,100|—|

| 2023|$3,354,411|$15,000|$48,358|—|$65,480|

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