Plan Snapshot
- Plan Sponsor: Franklin W. Olin College Of Engineering
- Sponsor EIN: 061519057
- Sponsor Address: 1000 OLIN WAY, NEEDHAM, MA, 024921233
- Plan Type: 403(b)
- Total Participants: 139
- Total Assets: $69.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $69.2M | $1.1M | $1.5M |
| 2023 | 135 | $62.2M | $1.0M | $1.6M |
| 2022 | 134 | $51.7M | $913,409 | $1.3M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $118,917 | — | $128,695 | — | — |
| 2023 | $81,661 | — | $76,822 | — | — |
| 2022 | $77,989 | $1,834 | $76,537 | — | — |