Plan Snapshot
- Plan Sponsor: Dean College
- Sponsor EIN: 042104149
- Sponsor Address: 99 MAIN STREET, FRANKLIN, MA, 02038
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 530 | $26.7M | $723,915 | $894,787 |
| 2023 | 549 | $24.3M | $738,747 | $893,220 |
| 2022 | 647 | $21.3M | $763,212 | $918,541 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $10,955 | — | $10,955 | — | — |
| 2024 | $52,866 | — | $52,866 | — | — |
| 2023 | $37,756 | — | $37,631 | — | — |
| 2022 | $110,036 | — | — | — | — |