# University Of Cincinnati Foundation 403(b) Plan
Source: https://planprovider.pro/companies/university-of-cincinnati-foundation-403b-plan

> University Of Cincinnati Foundation's 403(b) 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:** 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|—|—|—|—|

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