Dillard University 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dillard University
  • Sponsor EIN: 720408929
  • Sponsor Address: 2601 GENTILLY BOULEVARD, NEW ORLEANS, LA, 701223043
  • Plan Type: 401(k)
  • Total Participants: 355
  • Total Assets: $19.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024355$19.2M$324,867$611,263
2023314$17.6M$305,774$595,691
2022310$15.7M$317,477$539,549

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
SEAN M. BRUNO, CPAAuditor$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$3,066$369
2023$4,577$156$2,040
2022$1,855

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