# Purdue Research Foundation 403(b) Plan
Source: https://planprovider.pro/companies/purdue-research-foundation-403b-plan

> Purdue Research Foundation's 403(b) plan: 472 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Purdue Research Foundation

- **Sponsor EIN:** 351052049

- **Sponsor Address:** 1281 WIN HENTSCHEL BLVD, WEST LAFAYETTE, IN, 47906

- **Plan Type:** 403(b)

- **Total Participants:** 472

- **Total Assets:** $86.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|472|$86.9M|$4.5M|$3.0M|

| 2023|471|$77.3M|$4.1M|$2.5M|

| 2022|413|$68.0M|$3.5M|$2.1M|

## 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|

| FID INV INST OPS CO|RECORDKEEPER|$43,910|—|$43,910|

| STRATEGIC ADVISORS, INC.|INV ADVISOR|$18,261|—|$18,261|

| HUTH THOMPSON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — INV ADVISOR

- [HUTH THOMPSON LLP](https://planprovider.pro/provider/huth-thompson-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,171

- **Estimated Expense Ratio:** 0.072% 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|$60,851|$31,021|—|—|—|

| 2023|$61,487|$29,936|—|—|—|

| 2022|$54,666|$18,334|—|—|—|

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