# Babson College DC Plan
Source: https://planprovider.pro/companies/babson-college-plan-001

> Babson College's DC plan: 1,269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Babson College

- **Sponsor EIN:** 042103544

- **Sponsor Address:** 231 FOREST STREET, BABSON PARK, MA, 02457

- **Plan Type:** DC

- **Total Participants:** 1,269

- **Total Assets:** $477.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|1,269|$477.5M|$9.6M|$9.0M|

| 2023|1,240|$446.1M|$10.4M|$8.3M|

| 2022|1,166|$384.1M|$7.7M|$7.7M|

## 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|

| FIDELITY INVEST INSTITUTIONAL OPPS|RECORDKEEPER|$107,980|—|$107,980|

| CARON & BLETER, PLLC|NONE|$30,565|—|$30,565|

| THE ANGELL PENSION GROUP, INC|NONE|$19,012|—|$19,012|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,259|—|$18,259|

### Verified Provider Profiles

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

- [FIDELITY INVEST INSTITUTIONAL OPPS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETER, PLLC](https://planprovider.pro/provider/caron-bletzer) — NONE

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $175,816

- **Estimated Expense Ratio:** 0.037% 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|$193,852|$27,536|$40,664|$4,706|—|

| 2023|$124,309|$23,586|$10,812|$3,200|—|

| 2022|$148,118|$10,218|$16,852|—|—|

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