Plan Snapshot
- Plan Sponsor: Brown University
- Sponsor EIN: 050258809
- Sponsor Address: P.O. BOX 1879, PROVIDENCE, RI, 02912
- Plan Type: 403(b)
- Total Participants: 1,205
- Total Assets: $1.5B
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 | 1,205 | $1.5B | $8.4M | $9.4M |
| 2023 | 1,257 | $1.4B | $8.5M | $9.3M |
| 2022 | 1,272 | $1.3B | $8.2M | $9.0M |
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 | $194,243 | $47,231 | $874 | — | — |
| 2023 | $247,377 | $136,985 | $1,229 | — | — |
| 2022 | $94,758 | $93,019 | — | — | — |