# University Of Notre Dame Du Lac 403(b) Plan
Source: https://planprovider.pro/companies/university-of-notre-dame-du-lac-403b-plan

> University Of Notre Dame Du Lac's 403(b) plan: 10,081 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 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/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|

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