# Bentley University 403(b) Plan
Source: https://planprovider.pro/companies/bentley-university-403b-plan

> Bentley University's 403(b) plan: 1,279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bentley University

- **Sponsor EIN:** 041081650

- **Sponsor Address:** 175 FOREST STREET, WALTHAM, MA, 024524713

- **Plan Type:** 403(b)

- **Total Participants:** 1,279

- **Total Assets:** $500.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,279|$500.5M|$9.3M|$9.7M|

| 2023|1,230|$453.7M|$8.6M|$8.7M|

| 2022|1,171|$406.8M|$8.3M|$8.1M|

## 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|

| FID INV INST OPS CO|RECORDKEEPER|$154,521|—|$154,521|

| TIAA|CONTRACT ADMIN|$112,678|—|$112,678|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$19,784|—|$19,784|

| BAKER TILLY US, LLP|LEGAL|$8,450|—|$8,450|

### Verified Provider Profiles

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

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CONTRACT ADMIN

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — LEGAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $295,433

- **Estimated Expense Ratio:** 0.059% 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|$295,433|$19,784|$112,678|$8,450|—|

| 2023|$264,273|$29,136|$87,091|$7,950|—|

| 2022|$260,329|—|$67,261|—|—|

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