# Emerson College 403(b) Plan
Source: https://planprovider.pro/companies/emerson-college-403b-plan

> Emerson College's 403(b) plan: 638 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$147,182|—|$147,182|

| MMA SECURITIES LLC|ADVISOR|$37,500|—|$37,500|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $184,682

- **Estimated Expense Ratio:** 0.076% 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|$262,057|$37,589|—|—|—|

| 2023|$210,822|$173,130|—|—|—|

| 2022|$201,144|$37,500|—|—|—|

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