Plan Snapshot
- Plan Sponsor: Dana Limited
- Sponsor EIN: 261318190
- Sponsor Address: P.O. BOX 1000, MAUMEE, OH, 43537
- Plan Type: 401(k)
- Plan Number: 143
- Total Participants: 0
- Total Assets: $493.6M
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 | 0 | $493.6M | $0 | $0 |
| 2023 | 0 | $532.3M | $0 | $0 |
| 2022 | 0 | $537.6M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $1,593,865 | — | $1,593,865 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $1,013,614 | — | $1,013,614 |
| NORTHERN TRUST COMPANY | Other Service Provider | $528,149 | — | $528,149 |
| PRUDENTIAL BANK AND TRUST CO | Other Service Provider | $164,940 | — | $164,940 |
| GAMCO ASSET MANAGEMENT, INC. | Other Service Provider | $112,060 | — | $112,060 |
| REHMANN ROBSON, LLC | Other Service Provider | $99,000 | — | $99,000 |
| AETNA | Other Service Provider | $75,031 | — | $75,031 |
| TOWNSEND HOLDINGS LLC | Other Service Provider | $69,375 | — | $69,375 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $46,089 | — | $46,089 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $39,598 | $762 | $40,360 |
| BROOKFIELD STRATEGIC RE PARTNRS LLC | Other Service Provider | — | $5,307 | $5,307 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,747,790
- Estimated Expense Ratio: 0.759% 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 | $5,696,478 | $1,336,703 | $69,375 | $99,000 | — |
| 2023 | $4,898,042 | $794,100 | $179,750 | — | — |
| 2022 | $5,080,687 | $1,334,774 | — | — | $1,676,745 |