# Dana-Farber Cancer Institute, INC. DC Plan
Source: https://planprovider.pro/companies/dana-farber-cancer-institute-inc-plan-003

> Dana-Farber Cancer Institute, INC.'s DC plan: 6,039 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — NONE

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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