Plan Snapshot
- Plan Sponsor: Fisher College
- Sponsor EIN: 042005934
- Sponsor Address: 118 BEACON STREET, BOSTON, MA, 02116
- Plan Type: 403(b)
- Total Participants: 181
- Total Assets: $32.9M
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 | 181 | $32.9M | $440,307 | $847,479 |
| 2023 | 239 | $29.3M | $408,840 | $758,690 |
| 2022 | 242 | $26.2M | $373,577 | $686,800 |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | N/A | $7,900 | — | $7,900 |
| WITHUM SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — N/A
- WITHUM SMITH & BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,900
- Estimated Expense Ratio: 0.024% 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 | $8,509 | — | $8,509 | — | — |
| 2023 | $2,545 | $2,000 | — | — | — |
| 2022 | $21,461 | $21,186 | $275 | — | — |