# Dickinson College 403(b) Plan
Source: https://planprovider.pro/companies/dickinson-college-403b-plan-001

> Dickinson College&#39;s 403(b) plan: 1,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dickinson College

- **Sponsor EIN:** 231365954

- **Sponsor Address:** P.O. BOX 1773, CARLISLE, PA, 170132896

- **Plan Type:** 403(b)

- **Total Participants:** 1,166

- **Total Assets:** $127.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,166|$127.4M|$4.4M|$0|

| 2023|1,147|$116.2M|$4.1M|$0|

| 2022|1,119|$103.4M|$3.9M|$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|

| DICKINSON COLLEGE|Other Service Provider|$55,842|—|$55,842|

| INSERO & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [INSERO & CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,842

- **Estimated Expense Ratio:** 0.044% 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|$56,318|—|$55,842|—|—|

| 2023|$55,375|—|—|—|—|

| 2022|$44,359|—|—|—|—|

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