Plan Snapshot
- Plan Sponsor: Brown University
- Sponsor EIN: 050258809
- Sponsor Address: P.O. BOX 1879, PROVIDENCE, RI, 02912
- Plan Type: 403(b)
- Total Participants: 6,695
- Total Assets: $974.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6,695 | $974.5M | $33.4M | $38.2M |
| 2023 | 6,202 | $812.8M | $29.8M | $34.7M |
| 2022 | 5,629 | $657.2M | $25.4M | $30.0M |
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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — 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 | $616,332 | $49,982 | $17,607 | — | — |
| 2023 | $326,886 | $37,663 | $159,580 | — | — |
| 2022 | $51,627 | $47,299 | — | — | — |