# Dana-Farber Cancer Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/dana-farber-cancer-institute-inc-403b-plan

> Dana-Farber Cancer Institute, INC.'s 403(b) plan: 8,349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dana-farber-cancer-institute-inc-403b-plan)

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