# Depauw University 401(k) Plan
Source: https://planprovider.pro/companies/depauw-university-401k-plan

> Depauw University's 401(k) plan: 649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [VARIABLE ANNUITY LIFE INS CO](https://planprovider.pro/provider/corebridge-financial) — 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|—|—|

## Similar Plans

- [Grace Schools](https://planprovider.pro/companies/grace-schools-401k-plan) — 571 participants

- [Rose-Hulman Institute Of Technology](https://planprovider.pro/companies/rose-hulman-institute-of-technology-403b-plan) — 565 participants

- [Wabash College](https://planprovider.pro/companies/wabash-college-403b-plan) — 541 participants

- [The Lutheran University Association, INC.](https://planprovider.pro/companies/the-lutheran-university-association-inc-403b-plan) — 761 participants

- [Greater Educational Opportunities Foundation](https://planprovider.pro/companies/greater-educational-opportunities-foundation-401k-plan) — 512 participants

- [Purdue Research Foundation](https://planprovider.pro/companies/purdue-research-foundation-403b-plan) — 472 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/depauw-university-401k-plan)

© 2026 PlanProvider.Pro