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Original filing (PDF)20251013134431NAL0003091522001
DEPAUL REALTY COMPANY
Form 5500
FILING_RECEIVED
DEPAUL 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
369
Accounts w/ balance
415
Plan assets (EOY)
$32.3M
Net assets (EOY)
$32.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEPAUL REALTY COMPANY.
Plan sponsor
Name
DEPAUL REALTY COMPANY
EIN
23-1668411
Address
409 STENTON AVENUE · FLOURTOWN, PA · 19031
Phone
(610) 834-3200
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $44K | — |
| CBIZ INVESTMENT ADVISORY SERVICE | 81-3968784 | — | NONE | $43K | — |
| WIPFLI LLP | — | MILWAUKEE, WI | NONE | $22K | — |
Investments
29 direct securities· $32.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $6.2M | 19.1% | |
| JPMorgan U.S. Govt Money Mkt Instl JP Morgan 0 | — | — | — | $3.9M | 12.1% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $3.5M | 10.9% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $2.8M | 8.8% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $2.4M | 7.5% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $2.1M | 6.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.5M | 4.6% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $1.5M | 4.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 3.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $815K | 2.5% | |
| Principal MidCap S&P 400 Index R6 Principal 0 | — | — | — | $798K | 2.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $785K | 2.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $658K | 2.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $642K | 2.0% | |
| American Funds Bond Fund of Amer R6 American Funds 0 | — | — | — | $581K | 1.8% | |
| American Funds SMALLCAP World R6 American Funds 0 | — | — | — | $485K | 1.5% | |
| Janus Henderson Venture N Janus Henderson 0 | — | — | — | $433K | 1.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $374K | 1.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $311K | 1.0% | |
| American Funds Interm Bd Fd of Amer R6 American Funds 0 | — | — | — | $276K | 0.9% | |
| Vanguard Selected Value Inv Vanguard 0 660 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $259K | 0.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $254K | 0.8% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $234K | 0.7% | |
| American Funds New World R6 American Funds 0 | — | — | — | $180K | 0.6% | |
| Invesco Discovery Mid Cap Growth R6 Invesco 0 | — | — | — | $20K | <0.1% | |
| Putnam Large Cap Value R6 Putnam 0 | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $9K | <0.1% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $2K | <0.1% | |
| Allspring Small Company Value R6 Allspring 0 | — | — | — | $1K | <0.1% |