Plan Snapshot
- Plan Sponsor: Depauw University
- Sponsor EIN: 350869045
- Sponsor Address: 313 SOUTH LOCUST STREET, GREENCASTLE, IN, 461351736
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $251.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 649 | $251.6M | $3.0M | $3.4M |
| 2023 | 700 | $234.2M | $2.9M | $3.4M |
| 2022 | 669 | $214.4M | $2.8M | $3.4M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $110,193 | — | $110,193 |
| CAPFINANCIAL PARTNERS LLC | NONE | $71,687 | — | $71,687 |
| VARIABLE ANNUITY LIFE INS CO | CONTRACT ADMINISTRATOR | $11,597 | — | $11,597 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- VARIABLE ANNUITY LIFE INS CO — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,477
- Estimated Expense Ratio: 0.077% 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 | $193,477 | $71,687 | $121,790 | — | — |
| 2023 | $161,304 | $69,719 | $91,585 | — | — |
| 2022 | $153,573 | — | $153,573 | — | — |