Plan Snapshot
- Plan Sponsor: Princeton University
- Sponsor EIN: 210634501
- Sponsor Address: 100 OVERLOOK CENTER, SUITE 400, PRINCETON, NJ, 08544
- Plan Type: 403(b)
- Total Participants: 9,201
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 9,201 | $1.7B | $0 | $78.6M |
| 2023 | 8,385 | $1.5B | $0 | $72.1M |
| 2022 | 7,955 | $1.3B | $0 | $64.6M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $44,497 | — | $44,497 |
| TIAA | RECORDKEEPING | $31,565 | — | $31,565 |
| PRICEWATERHOUSECOOPERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPING
- PRICEWATERHOUSECOOPERS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,062
- Estimated Expense Ratio: 0.004% 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 | $76,062 | $44,497 | — | — | — |
| 2023 | $175,632 | $62,058 | — | $60,000 | — |
| 2022 | $128,325 | $52,299 | — | — | $57,000 |