Plan Snapshot
- Plan Sponsor: Educause
- Sponsor EIN: 841455437
- Sponsor Address: 4845 PEARL EAST CIRCLE, BOULDER, CO, 803016112
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $48.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 83 | $48.0M | $880,261 | $888,306 |
| 2023 | 89 | $43.8M | $797,381 | $816,113 |
| 2022 | 82 | $37.7M | $715,518 | $673,060 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $25,966 | — | $25,966 | — | — |
| 2023 | $26,554 | — | $26,554 | — | — |
| 2022 | $25,597 | — | $25,597 | — | — |