Plan Snapshot
- Plan Sponsor: Ohio Dominican University
- Sponsor EIN: 314379560
- Sponsor Address: 1216 SUNBURY ROAD, COLUMBUS, OH, 43219
- Plan Type: 403(b)
- Total Participants: 125
- Total Assets: $43.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $43.3M | $155,349 | $612,306 |
| 2023 | 154 | $41.6M | $167,153 | $691,831 |
| 2022 | 145 | $38.3M | $27,480 | $630,726 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $13,700 | — | $13,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,700
- Estimated Expense Ratio: 0.032% 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 | $65,801 | $43,195 | $5,700 | $13,700 | — |
| 2023 | $35,637 | $18,074 | $2,613 | $14,950 | — |
| 2022 | — | — | — | — | — |