Plan Snapshot
- Plan Sponsor: Emerson College
- Sponsor EIN: 041286950
- Sponsor Address: 120 BOYLSTON ST, BOSTON, MA, 021164611
- Plan Type: 403(b)
- Total Participants: 638
- Total Assets: $242.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 638 | $242.4M | $6.9M | $7.6M |
| 2023 | 1,011 | $221.7M | $6.1M | $7.0M |
| 2022 | 1,582 | $193.4M | $5.5M | $6.5M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $262,057 | $37,589 | — | — | — |
| 2023 | $210,822 | $173,130 | — | — | — |
| 2022 | $201,144 | $37,500 | — | — | — |