# Kansas University Endowment Association DB Plan
Source: https://planprovider.pro/companies/kansas-university-endowment-association-480547734-001

> Kansas University Endowment Association's DB plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kansas University Endowment Association

- **Sponsor EIN:** 480547734

- **Sponsor Address:** P.O. BOX 928, LAWRENCE, KS, 660440928

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 157

- **Total Assets:** $55.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|157|$55.2M|$2.0M|$0|

| 2023|151|$53.3M|$2.0M|$0|

| 2022|122|$46.3M|$2.0M|$0|

## 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|

| PENTEGRA|Other Service Provider|$109,806|—|$109,806|

| BNY MELLON|Other Service Provider|$42,808|—|$42,808|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $152,614

- **Estimated Expense Ratio:** 0.276% 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|$187,459|—|—|—|—|

| 2023|$165,640|—|—|—|—|

| 2022|$189,805|$129,574|—|—|$32,511|

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