Plan Snapshot
- Plan Sponsor: Depaul Realty Company
- Sponsor EIN: 231668411
- Sponsor Address: 409 STENTON AVENUE, FLOURTOWN, PA, 19031
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 369 | $32.3M | $587,660 | $1.9M |
| 2023 | 552 | $29.0M | $497,826 | $1.6M |
| 2022 | 563 | $19.7M | $464,301 | $1.5M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $22,462 | — | $22,462 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,462
- Estimated Expense Ratio: 0.070% 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 | $109,661 | $42,792 | $44,407 | $22,462 | — |
| 2023 | $105,205 | $54,689 | $30,166 | $20,350 | — |
| 2022 | $85,984 | $52,512 | $33,472 | — | — |