Plan Snapshot
- Plan Sponsor: Dominican University Of California
- Sponsor EIN: 941156525
- Sponsor Address: 50 ACACIA AVENUE, SAN RAFAEL, CA, 94901
- Plan Type: 403(b)
- Total Participants: 488
- Total Assets: $101.5M
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 | 488 | $101.5M | $1.8M | $2.7M |
| 2023 | 490 | $92.6M | $1.9M | $2.7M |
| 2022 | 493 | $81.4M | $943,791 | $1.2M |
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 |
|---|---|---|---|---|
| SD MAYER & ASSOCIATES LLP | 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 | $133,419 | — | — | — | — |
| 2023 | $104,982 | — | $102,541 | — | — |
| 2022 | $41,360 | $1,011 | $40,349 | — | — |