Plan Snapshot
- Plan Sponsor: New England Conservatory
- Sponsor EIN: 237225104
- Sponsor Address: 290 HUNTINGTON AVENUE, BOSTON, MA, 021155018
- Plan Type: 403(b)
- Total Participants: 604
- Total Assets: $78.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 604 | $78.3M | $978,791 | $2.1M |
| 2023 | 572 | $72.2M | $690,129 | $1.9M |
| 2022 | 294 | $65.6M | $721,243 | $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 |
|---|---|---|---|---|
| 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 | $18,832 | — | $17,691 | — | — |
| 2023 | $1,550 | — | $50 | — | — |
| 2022 | $27,366 | — | $32,274 | — | — |