# University Of Dayton 403(b) Plan
Source: https://planprovider.pro/companies/university-of-dayton-403b-plan

> University Of Dayton's 403(b) plan: 4,308 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:** 403(b)

- **Total Participants:** 4,308

- **Total Assets:** $667.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|4,308|$667.3M|$0|$21.8M|

| 2023|4,402|$615.7M|$0|$21.1M|

| 2022|3,264|$541.0M|$0|$20.1M|

## 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|$226,834|—|$226,834|

| DYNAMIC PENSION SERVICES, INC.|NONE|$51,338|—|$51,338|

| IRONSHORE FINANCIAL, LLC|NONE|$24,777|—|$24,777|

| CLARK, SCHAEFER, HACKETT & CO.|NONE|$21,250|—|$21,250|

| ASSETMARK,INC.|NONE|$6,246|—|$6,246|

### 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:** $330,445

- **Estimated Expense Ratio:** 0.050% 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|$338,968|$107,120|—|$21,250|—|

| 2023|$333,965|$54,550|$4,681|$19,700|—|

| 2022|$304,796|$39,945|—|—|$42,122|

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