Depauw University Retirement Plan
Sponsored by Depauw University · EIN 350869045 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 649
- With balances
- 1,519
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $110,193 |
| Capfinancial Partners Llc | Investment advisory (plan) | $71,687 |
| Variable Annuity Life Ins Co | Custodial (securities), Recordkeeping fees, Participant loan processing | $11,597 |