# Princeton University DC Plan
Source: https://planprovider.pro/companies/princeton-university-plan

> Princeton University's DC plan: 8,608 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,, 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](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:** $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|

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