# Carleton College 403(b) Plan
Source: https://planprovider.pro/companies/carleton-college-403b-plan

> Carleton College's 403(b) plan: 930 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carleton College

- **Sponsor EIN:** 410694747

- **Sponsor Address:** STRONG HOUSE, ONE NORTH COLLEGE ST, NORTHFIELD, MN, 550574044

- **Plan Type:** 403(b)

- **Total Participants:** 930

- **Total Assets:** $396.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|930|$396.7M|$6.8M|$5.2M|

| 2023|906|$365.0M|$6.4M|$5.0M|

| 2022|819|$321.0M|$6.1M|$4.9M|

## 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|

| TIAA|PARTY-IN-INTEREST|$198,802|—|$198,802|

| MULTNOMAH GROUP, INC|NONE|$49,994|—|$49,994|

| CLIFTONLARSONALLEN LLP|NONE|$17,430|—|$17,430|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — PARTY-IN-INTEREST

- [MULTNOMAH GROUP, INC](https://planprovider.pro/provider/multnomah-group) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $266,226

- **Estimated Expense Ratio:** 0.067% 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|$265,476|—|$265,476|—|—|

| 2023|$271,240|—|$271,240|—|—|

| 2022|$233,740|—|$233,740|—|—|

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