Plan Snapshot
- Plan Sponsor: Dana Limited
- Sponsor EIN: 261318190
- Sponsor Address: P.O. BOX 1000, MAUMEE, OH, 43537
- Plan Type: 401(k)
- Total Participants: 5,873
- Total Assets: $274.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,873 | $274.8M | $5.5M | $11.3M |
| 2023 | 5,930 | $256.1M | $5.7M | $11.3M |
| 2022 | 6,318 | $226.9M | $5.8M | $10.7M |
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 |
|---|---|---|---|---|
| REHMAAN ROBSON, LLC | 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 | $552,812 | — | — | — | — |
| 2023 | $562,832 | — | — | — | — |
| 2022 | $493,429 | — | — | — | — |