# Brandeis University 403(b) Plan
Source: https://planprovider.pro/companies/brandeis-university-403b-plan-001

> Brandeis University's 403(b) plan: 1,994 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|

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