Plan Snapshot
- Plan Sponsor: Brandeis University
- Sponsor EIN: 042103552
- Sponsor Address: HUMAN RESOURCES MS118, WALTHAM, MA, 024549110
- Plan Type: 403(b)
- Total Participants: 617
- Total Assets: $52.2M
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 | 617 | $52.2M | $905,808 | $1.3M |
| 2023 | 796 | $49.6M | $836,073 | $1.3M |
| 2022 | 762 | $41.9M | $795,963 | $1.1M |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,391 | $1,384 | $175 | — | — |
| 2023 | $13,954 | $489 | $200 | — | — |
| 2022 | $35,600 | $2,590 | $16,791 | — | $16,219 |