Plan Snapshot
- Plan Sponsor: University Of Rio Grande
- Sponsor EIN: 314379537
- Sponsor Address: 218 N COLLEGE AVENUE, RIO GRANDE, OH, 456743100
- Plan Type: DC
- Total Participants: 178
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 178 | $16.9M | $283,106 | $568,332 |
| 2023 | 172 | $15.7M | $262,219 | $501,124 |
| 2022 | 295 | $14.0M | $180,179 | $491,716 |
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 |
|---|---|---|---|---|
| PLANTE MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,897 | — | $8,697 | — | — |
| 2023 | $7,903 | — | $7,288 | — | — |
| 2022 | $28,489 | — | — | — | — |