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

> University Of Denver's 403(b) plan: 7,091 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [MULTNOMAH GROUP, INC](https://planprovider.pro/provider/multnomah-group) — NONE

- [KUTAK ROCK LLP](https://planprovider.pro/provider/kutak-rock-llp) — NONE

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-denver-403b-plan)

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