Plan Snapshot
- Plan Sponsor: Dana-Farber Cancer Institute, INC.
- Sponsor EIN: 042263040
- Sponsor Address: 450 BROOKLINE AVE, BOSTON, MA, 022155418
- Plan Type: 403(b)
- Total Participants: 8,349
- Total Assets: $869.5M
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 | 8,349 | $869.5M | $0 | $61.2M |
| 2023 | 7,579 | $735.2M | $0 | $53.7M |
| 2022 | 6,758 | $594.7M | $0 | $45.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $154,978 | — | $154,978 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $62,216 | — | $62,216 |
| TIAA | NONE | $38,307 | — | $38,307 |
| CAPFINANCIAL PARTNERS LLC | NONE | $32,500 | — | $32,500 |
| DANA-FARBER CANCER INSTITUTE | PLAN SPONSOR | $23,137 | — | $23,137 |
| CARON & BLETZER PLLC | NONE | $18,525 | — | $18,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- TIAA — NONE
- CARON & BLETZER PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $329,663
- Estimated Expense Ratio: 0.038% 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 | $329,863 | $94,716 | $193,485 | $18,525 | — |
| 2023 | $171,146 | $101,346 | $21,865 | $3,225 | — |
| 2022 | $208,886 | $24,375 | $18,175 | — | $123,200 |