Plan Snapshot
- Plan Sponsor: University Of Denver
- Sponsor EIN: 840404231
- Sponsor Address: 2199 S. UNIVERSITY BLVD, DENVER, CO, 80208
- Plan Type: 403(b)
- Total Participants: 7,091
- Total Assets: $908.8M
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 | 7,091 | $908.8M | $16.1M | $17.8M |
| 2023 | 7,353 | $848.1M | $15.4M | $16.9M |
| 2022 | 2,773 | $743.7M | $14.5M | $15.9M |
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-TEACHERS INSURANCE AND ANNUITY | RECORDKEEPER | $323,180 | — | $323,180 |
| MULTNOMAH GROUP, INC | NONE | $73,125 | — | $73,125 |
| KUTAK ROCK LLP | NONE | $35,314 | — | $35,314 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — RECORDKEEPER
- MULTNOMAH GROUP, INC — NONE
- KUTAK ROCK LLP — NONE
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $431,619
- Estimated Expense Ratio: 0.047% 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 | $429,063 | — | $429,063 | — | — |
| 2023 | $322,914 | — | $322,914 | — | — |
| 2022 | $345,620 | — | $345,620 | — | — |