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

> Fisher College's 403(b) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — N/A

- [WITHUM SMITH & BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|—|—|

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