# Princeton University 403(b) Plan
Source: https://planprovider.pro/companies/princeton-university-403b-plan

> Princeton University's 403(b) plan: 9,201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPING

- [PRICEWATERHOUSECOOPERS, LLP](https://planprovider.pro/provider/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|

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