Plan Snapshot
- Plan Sponsor: Becker College
- Sponsor EIN: 042108346
- Sponsor Address: 124 WASHINGTON STREET SUITE 101, FOXBORO, MA, 020351368
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 383
- Total Assets: $34.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 383 | $34.9M | $0 | $0 |
| 2022 | 0 | $36.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| BOLLUS LYNCH LLP | Other Service Provider | $49,350 | — | $49,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,350
- Estimated Expense Ratio: 0.141% 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 |
|---|---|---|---|---|---|
| 2023 | $49,771 | — | $50 | $49,350 | — |
| 2022 | — | — | — | — | — |