# Clark University 403(b) Plan
Source: https://planprovider.pro/companies/clark-university-403b-plan

> Clark University's 403(b) plan: 854 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clark University

- **Sponsor EIN:** 042111203

- **Sponsor Address:** 950 MAIN STREET, WORCESTER, MA, 016101477

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

- **Total Participants:** 854

- **Total Assets:** $377.6M

## 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|854|$377.6M|$5.4M|$5.6M|

| 2023|709|$351.0M|$5.1M|$5.4M|

| 2022|697|$309.3M|$4.9M|$5.2M|

## 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|NONE|$102,720|—|$102,720|

| FIDUCIENT ADVISORS, LLC|NONE|$75,154|—|$75,154|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$43,270|—|$43,270|

| STOWE AND DEGON, LLC|Auditor|—|—|$0|

### 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) — NONE

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $221,144

- **Estimated Expense Ratio:** 0.059% 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|$224,271|$77,819|$4,000|—|—|

| 2023|$196,985|$60,129|—|$16,200|—|

| 2022|$186,938|$43,809|—|—|$15,850|

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