Plan Snapshot
- Plan Sponsor: University Of Notre Dame Du Lac
- Sponsor EIN: 350868188
- Sponsor Address: OFFICE OF HUMAN RESOURCES, NOTRE DAME, IN, 465565612
- Plan Type: 403(b)
- Total Participants: 10,081
- Total Assets: $2.6B
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 | 10,081 | $2.6B | $54.6M | $57.0M |
| 2023 | 10,920 | $2.4B | $50.4M | $52.9M |
| 2022 | 9,969 | $2.1B | $45.1M | $48.0M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $340,634 | — | $340,634 |
| AON INVESTMENTS USA INC. | NONE | $130,410 | — | $130,410 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $471,044
- Estimated Expense Ratio: 0.018% 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 | $471,044 | — | — | — | — |
| 2023 | $459,824 | — | — | — | — |
| 2022 | $452,671 | — | — | — | $124,781 |