# Old Dominion University Research Foundation 403(b) Plan
Source: https://planprovider.pro/companies/old-dominion-university-research-foundation-546068198-001

> Old Dominion University Research Foundation's 403(b) plan: 871 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Old Dominion University Research Foundation

- **Sponsor EIN:** 546068198

- **Sponsor Address:** P.O. BOX 6369, NORFOLK, VA, 235080369

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 871

- **Total Assets:** $27.8M

## 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|871|$27.8M|$697,579|$559,388|

| 2023|1,136|$27.4M|$875,504|$691,053|

| 2022|1,075|$25.8M|$772,468|$657,764|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$125,758|—|$125,758|

| RESOURCE 1, INC.|Investment Advisor|—|$45,734|$45,734|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $171,492

- **Estimated Expense Ratio:** 0.617% 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|$102,035|—|$102,035|—|—|

| 2023|$95,599|—|$95,599|—|—|

| 2022|$84,560|—|$84,560|—|—|

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