# University Financial Corporation DC Plan
Source: https://planprovider.pro/companies/university-financial-corporation-plan

> University Financial Corporation's DC plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Financial Corporation

- **Sponsor EIN:** 411557799

- **Sponsor Address:** 2525 WABASH AVE, SAINT PAUL, MN, 55114

- **Plan Type:** DC

- **Total Participants:** 328

- **Total Assets:** $41.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|328|$41.8M|$1.3M|$2.7M|

| 2023|307|$35.2M|$1.1M|$2.4M|

| 2022|293|$29.1M|$2.0M|$2.0M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$54,134|—|$54,134|

| NFP RETIREMENT, INC.|ADVISOR|$38,447|—|$38,447|

| EIDE BAILLY LLP|AUDITOR|$14,427|—|$14,427|

| NEWPORT TRUST COMPANY|TRUSTEE|$14,101|—|$14,101|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,109

- **Estimated Expense Ratio:** 0.290% 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|$121,108|$38,447|$34,775|$14,427|—|

| 2023|$99,050|$31,178|$28,048|$11,212|—|

| 2022|$113,511|$58,077|$42,180|—|$13,254|

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