Plan Snapshot
- Plan Sponsor: Princeton University
- Sponsor EIN: 210634501
- Sponsor Address: 100 OVERLOOK CENTER,, PRINCETON, NJ, 08544
- Plan Type: DC
- Total Participants: 8,608
- Total Assets: $2.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 8,608 | $2.4B | $89.8M | $0 |
| 2023 | 9,005 | $2.1B | $84.0M | $0 |
| 2022 | 8,451 | $1.8B | $75.2M | $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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $221,746 | — | $221,746 |
| TIAA | RECORDKEEPING | $45,240 | — | $45,240 |
| 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: $266,986
- Estimated Expense Ratio: 0.011% 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 | $266,986 | $221,746 | $45,240 | — | — |
| 2023 | $625,467 | $284,212 | $24,051 | $60,000 | — |
| 2022 | $262,869 | $173,799 | — | — | $57,000 |