# University Of Dayton 401(k) Plan
Source: https://planprovider.pro/companies/university-of-dayton-401k-plan

> University Of Dayton's 401(k) plan: 3,084 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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