Plan Snapshot
- Plan Sponsor: Dordt University
- Sponsor EIN: 420772559
- Sponsor Address: 700 7TH ST NE, SIOUX CENTER, IA, 51250
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 340
- Total Assets: $61.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 340 | $61.2M | $961,182 | $963,223 |
| 2023 | 322 | $57.7M | $899,175 | $1.0M |
| 2022 | 298 | $52.3M | $812,560 | $876,546 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, 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 | $625 | — | — | — | — |
| 2023 | $4,082 | — | $987 | $3,095 | — |
| 2022 | $9,884 | — | $9,884 | — | — |