Plan Snapshot
- Plan Sponsor: Dickinson College
- Sponsor EIN: 231365954
- Sponsor Address: P.O. BOX 1773, CARLISLE, PA, 170132896
- Plan Type: 403(b)
- Total Participants: 1,013
- Total Assets: $142.6M
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 | 1,013 | $142.6M | $0 | $4.2M |
| 2023 | 987 | $131.3M | $0 | $4.0M |
| 2022 | 975 | $118.7M | $0 | $3.9M |
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 | $57,633 | — | $57,633 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $20,825 | — | $20,825 |
| INSERO & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- INSERO & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,458
- Estimated Expense Ratio: 0.055% 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 | $79,807 | — | $57,633 | — | — |
| 2023 | $55,714 | — | — | — | — |
| 2022 | $39,067 | — | $38,713 | — | — |