2023 Form 5500 filing — Princeton University Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007140842NAL0032000498001) for Princeton University Retirement Savings Plan, reported by Princeton University under EIN 21-0634501 and plan number 004. It reports 13,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140842NAL0032000498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princeton University
- EIN
- 21-0634501
- Plan number
- 004
- Location
- Princeton, NJ
- Participants
- 13,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,532,776,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,532,776,551
- Participant contributions
- $72,109,941
- Total income / additions
- $287,858,877
- Benefits paid
- $68,519,275
- Administrative expenses
- $175,632
- Total expenses
- $68,694,907
- Net increase / (decrease)
- $219,163,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $62,058 | not reported in the loaded dataset |
| Pricewaterhouse Coopers, LLC | AUDITOR | $60,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPING | $27,503 | $0 |