University Of Dayton Defined Contribution Retirement Plan
Sponsored by University Of Dayton · EIN 310536715 · Plan #101
- Total assets
- $382M
- Net assets
- $382M
- Active participants
- 3,084
- With balances
- 5,105
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Assetmark, Inc. CRD 109018 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $195,101 |
| Dynamic Pension Services, Inc. | Consulting (pension), Direct payment from the plan | $21,162 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $17,500 |
| Ironshore Financial, Llc | Consulting (pension), Direct payment from the plan | $10,223 |
| Assetmark,Inc. | Investment management, Direct payment from the plan | $9,527 |