Plan Snapshot
- Plan Sponsor: Colby-Sawyer College
- Sponsor EIN: 020222120
- Sponsor Address: 541 MAIN STREET, NEW LONDON, NH, 032577818
- Plan Type: 403(b)
- Total Participants: 316
- Total Assets: $56.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 316 | $56.3M | $260,532 | $953,443 |
| 2023 | 315 | $51.5M | $467,956 | $886,830 |
| 2022 | 302 | $47.7M | $434,457 | $891,124 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE 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 | $27,678 | $353 | $27,325 | — | — |
| 2023 | $21,364 | $70 | $21,294 | — | — |
| 2022 | $19,766 | — | $19,766 | — | — |