Plan Snapshot
- Plan Sponsor: Dana-Farber Cancer Institute, INC.
- Sponsor EIN: 042263040
- Sponsor Address: 450 BROOKLINE AVE, BOSTON, MA, 022155418
- Plan Type: DC
- Total Participants: 6,039
- Total Assets: $930.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 6,039 | $930.2M | $54.5M | $0 |
| 2023 | 5,518 | $788.5M | $46.6M | $0 |
| 2022 | 4,630 | $635.3M | $39.5M | $0 |
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 | $140,809 | — | $140,809 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $85,087 | — | $85,087 |
| CAPFINANCIAL PARTNERS | NONE | $32,500 | — | $32,500 |
| DANA-FARBER CANCER INSTITUTE | PLAN SPONSOR | $26,272 | — | $26,272 |
| CARON & BLETZER, PLLC | NONE | $25,025 | — | $25,025 |
| TIAA | NONE | $22,548 | — | $22,548 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CARON & BLETZER, PLLC — NONE
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,241
- Estimated Expense Ratio: 0.036% 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 | $332,241 | $117,587 | $163,357 | $25,025 | — |
| 2023 | $170,483 | $110,331 | $6,819 | $5,625 | — |
| 2022 | $208,003 | $24,375 | $16,035 | — | $120,853 |