Plan Snapshot
- Plan Sponsor: Brandeis University
- Sponsor EIN: 042103552
- Sponsor Address: HUMAN RESOURCES MS118, WALTHAM, MA, 024549110
- Plan Type: 403(b)
- Total Participants: 1,994
- Total Assets: $855.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,994 | $855.0M | $12.1M | $15.3M |
| 2023 | 2,371 | $799.4M | $11.4M | $14.5M |
| 2022 | 2,317 | $719.8M | $10.9M | $13.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $192,537 | — | $192,537 |
| FIDUCIENT ADVISORS LLC | INVESTMENT CONSULTING ADV | $95,130 | — | $95,130 |
| CARON & BLETZER, PLLC | AUDITOR | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON & BLETZER, PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $304,667
- Estimated Expense Ratio: 0.036% 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 | $308,506 | $96,418 | $839 | $17,000 | — |
| 2023 | $256,467 | $30,791 | $187,203 | $22,850 | — |
| 2022 | $359,722 | $62,174 | $238,510 | — | $59,038 |