Plan Snapshot
- Plan Sponsor: Dana Limited
- Sponsor EIN: 261318190
- Sponsor Address: P.O. BOX 1000, MAUMEE, OH, 43537
- Plan Type: 401(k)
- Total Participants: 2,537
- Total Assets: $895.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,537 | $895.8M | $23.7M | $30.9M |
| 2023 | 3,211 | $832.6M | $24.4M | $28.8M |
| 2022 | 2,986 | $715.8M | $19.9M | $25.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $363,723 | — | $363,723 |
| GOLDMAN SACHS | NONE | $166,808 | — | $166,808 |
| VANGUARD ADVISERS INC. | NONE | $153,736 | — | $153,736 |
| REHMANN | NONE | $24,270 | — | $24,270 |
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- GOLDMAN SACHS — NONE
- VANGUARD ADVISERS INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $708,537
- Estimated Expense Ratio: 0.079% 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 | $681,039 | — | — | — | — |
| 2023 | $648,517 | — | — | — | — |
| 2022 | $646,173 | — | — | — | — |