# Educause 401(k) Plan
Source: https://planprovider.pro/companies/educause-401k-plan

> Educause's 401(k) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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