# Joslin Diabetes Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/joslin-diabetes-center-inc-403b-plan

> Joslin Diabetes Center, INC.'s 403(b) plan: 382 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joslin Diabetes Center, INC.

- **Sponsor EIN:** 042203836

- **Sponsor Address:** 1 JOSLIN PLACE, BOSTON, MA, 02215

- **Plan Type:** 403(b)

- **Total Participants:** 382

- **Total Assets:** $193.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|382|$193.1M|$897,161|$1.8M|

| 2023|369|$180.6M|$965,321|$1.8M|

| 2022|385|$160.0M|$1.0M|$1.9M|

## 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|

| GALLAGHER FIDUCIARY SERVICES LLC|NONE|$37,500|—|$37,500|

| CARON & BLETZER, PLLC|NONE|$13,600|—|$13,600|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$10,382|—|$10,382|

### Verified Provider Profiles

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

- [GALLAGHER FIDUCIARY SERVICES LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — NONE

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,482

- **Estimated Expense Ratio:** 0.032% 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|$65,632|$45,117|$3,000|$13,600|—|

| 2023|$55,828|$35,658|$3,000|$12,800|—|

| 2022|$55,515|$30,000|—|—|$14,403|

## Similar Plans

- [The Children'S Hospital Corporation](https://planprovider.pro/companies/the-children-s-hospital-corporation-403b-plan-002) — 533 participants

- [Tufts Medical Center, INC.](https://planprovider.pro/companies/tufts-medical-center-inc-plan-003) — 555 participants

- [Mab Community Services INC.](https://planprovider.pro/companies/mab-community-services-inc-403b-plan) — 607 participants

- [Tufts Medicine, INC.](https://planprovider.pro/companies/tufts-medicine-inc-plan-002) — 669 participants

- [Marlborough Hospital](https://planprovider.pro/companies/marlborough-hospital-403b-plan) — 696 participants

- [Anna Jaques Hospital](https://planprovider.pro/companies/anna-jaques-hospital-403b-plan) — 1,082 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joslin-diabetes-center-inc-403b-plan)

© 2026 PlanProvider.Pro