# Grand View University DC Plan
Source: https://planprovider.pro/companies/grand-view-university-420681049-001

> Grand View University's DC plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grand View University

- **Sponsor EIN:** 420681049

- **Sponsor Address:** 1200 GRANDVIEW AVE, DES MOINES, IA, 503161529

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 227

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|227|$20.3M|$950,862|$0|

| 2023|239|$18.2M|$910,847|$0|

| 2022|230|$16.0M|$937,171|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$78,216|—|$78,216|

| CAPFINANCIAL PARTNERS LLC|Investment Advisor|—|$37,584|$37,584|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $115,800

- **Estimated Expense Ratio:** 0.571% 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|$78,217|—|$78,217|—|—|

| 2023|$69,172|—|$69,172|—|—|

| 2022|$63,978|—|$63,978|—|—|

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