# Franklin W. Olin College Of Engineering 403(b) Plan
Source: https://planprovider.pro/companies/franklin-w-olin-college-of-engineering-plan-001

> Franklin W. Olin College Of Engineering's 403(b) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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