Plan Snapshot
- Plan Sponsor: University Of Cincinnati Foundation
- Sponsor EIN: 310896555
- Sponsor Address: P.O. BOX 19970, 51 GOODMAN DR, CINCINNATI, OH, 452190970
- Plan Type: 403(b)
- Total Participants: 157
- Total Assets: $52.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 157 | $52.3M | $1.4M | $1.6M |
| 2023 | 169 | $46.0M | $1.4M | $1.5M |
| 2022 | 158 | $38.4M | $1.2M | $1.4M |
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 |
|---|---|---|---|---|
| PLANTE MORAN | 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 | $69,980 | — | $300 | — | — |
| 2023 | $52,245 | — | — | — | — |
| 2022 | $11,568 | — | — | — | — |