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

> Endicott College's 403(b) plan: 1,460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA - TEACHERS INS AND ANNUITY|RECORDKEEPING|$93,082|—|$93,082|

| GRAY GRAY & GRAY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA - TEACHERS INS AND ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,082

- **Estimated Expense Ratio:** 0.080% 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|$91,307|—|$91,307|—|—|

| 2023|$77,476|—|$77,476|—|—|

| 2022|$67,767|—|$67,767|—|—|

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