Plan Snapshot
- Plan Sponsor: Lasell University
- Sponsor EIN: 042103585
- Sponsor Address: 1844 COMMONWEALTH AVENUE, NEWTON, MA, 02466
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 324 | $71.8M | $749,132 | $1.7M |
| 2023 | 327 | $66.8M | $1.1M | $1.7M |
| 2022 | 344 | $61.5M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $11,806 | $11,528 | $203 | — | — |
| 2024 | $35,161 | $23,808 | $158 | $10,370 | — |
| 2023 | $38,164 | $34,023 | $1,176 | $2,515 | — |
| 2022 | $50,048 | $48,172 | — | — | — |