Plan Snapshot
- Plan Sponsor: Endicott College
- Sponsor EIN: 042103567
- Sponsor Address: HUMAN RESOURCES, BEVERLY, MA, 01915
- Plan Type: 403(b)
- Total Participants: 1,460
- Total Assets: $116.9M
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 | 1,460 | $116.9M | $3.6M | $3.7M |
| 2023 | 1,354 | $103.2M | $3.4M | $3.2M |
| 2022 | 758 | $86.5M | $2.9M | $2.8M |
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 |
|---|---|---|---|---|
| GRAY GRAY & GRAY | 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 |
|---|---|---|---|---|---|
| 2024 | $91,307 | — | $91,307 | — | — |
| 2023 | $77,476 | — | $77,476 | — | — |
| 2022 | $67,767 | — | $67,767 | — | — |