Plan Snapshot
- Plan Sponsor: Denison University
- Sponsor EIN: 314379459
- Sponsor Address: 100 WEST COLLEGE STREET, GRANVILLE, OH, 43023
- Plan Type: 403(b)
- Total Participants: 1,162
- Total Assets: $310.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,162 | $310.4M | $7.2M | $6.1M |
| 2023 | 1,126 | $286.5M | $6.7M | $5.8M |
| 2022 | 1,023 | $252.4M | $5.9M | $5.4M |
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 |
|---|---|---|---|---|
| BARNES WENDLING CPAS INC | Auditor | $30,000 | — | $30,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 0.010% 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 | $291,055 | $75,061 | $1,905 | $30,000 | — |
| 2023 | $215,260 | $44,138 | — | $12,500 | — |
| 2022 | $210,049 | $32,955 | — | — | $25,000 |