Plan Snapshot
- Plan Sponsor: Champlain College Incorporated
- Sponsor EIN: 030220266
- Sponsor Address: P.O. BOX 670, BURLINGTON, VT, 05401
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 815
- Total Assets: $127.6M
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. |
|---|---|---|---|---|
| 2025 | 815 | $127.6M | $0 | $0 |
| 2024 | 396 | $116.5M | $1.9M | $2.5M |
| 2023 | 472 | $109.2M | $2.9M | $2.5M |
| 2022 | 450 | $93.9M | $2.7M | $2.4M |
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 | Other Service Provider | $103,540 | — | $103,540 |
| PENSIONMARK FINANCIAL GROUP LLC | Other Service Provider | $56,853 | — | $56,853 |
| MCSOLEY MCCOY & CO. | Other Service Provider | $32,500 | — | $32,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,893
- Estimated Expense Ratio: 0.151% 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 |
|---|---|---|---|---|---|
| 2025 | $9,061,655 | $56,853 | $1,261 | $32,500 | — |
| 2024 | $147,559 | $24,290 | — | $15,500 | — |
| 2023 | $30,724 | — | $324 | — | — |
| 2022 | $84,717 | — | $84,717 | — | — |