Plan Snapshot
- Plan Sponsor: University Of Dayton
- Sponsor EIN: 310536715
- Sponsor Address: 300 COLLEGE PARK, DAYTON, OH, 45469
- Plan Type: 401(k)
- Total Participants: 3,084
- Total Assets: $382.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,084 | $382.0M | $15.7M | $0 |
| 2023 | 3,130 | $347.6M | $15.4M | $0 |
| 2022 | 3,052 | $303.3M | $13.8M | $0 |
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 |
|---|---|---|---|---|
| TIAA | NONE | $195,101 | — | $195,101 |
| DYNAMIC PENSION SERVICES, INC. | NONE | $21,162 | — | $21,162 |
| CLARK, SCHAEFER, HACKETT & CO. | NONE | $17,500 | — | $17,500 |
| IRONSHORE FINANCIAL, LLC | NONE | $10,223 | — | $10,223 |
| ASSETMARK,INC. | NONE | $9,527 | — | $9,527 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,513
- Estimated Expense Ratio: 0.066% 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 | $262,492 | $58,841 | $10,544 | $17,500 | — |
| 2023 | $243,048 | $15,453 | $8,417 | $16,200 | — |
| 2022 | $236,301 | $8,983 | — | — | $52,740 |