Plan Snapshot
- Plan Sponsor: Oberlin College
- Sponsor EIN: 340714363
- Sponsor Address: 173 WEST LORAIN STREET, OBERLIN, OH, 44074
- Plan Type: 403(b)
- Total Participants: 1,232
- Total Assets: $528.5M
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. |
|---|---|---|---|---|
| 2024 | 1,232 | $528.5M | $6.5M | $5.9M |
| 2023 | 1,295 | $498.6M | $6.1M | $6.9M |
| 2022 | 1,062 | $464.4M | $5.5M | $5.2M |
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 |
|---|---|---|---|---|
| MALONEY + NOVOTNY, LLC | Auditor | $22,275 | — | $22,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY + NOVOTNY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,275
- Estimated Expense Ratio: 0.004% 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 | $227,874 | $122,825 | $82,774 | $22,275 | — |
| 2023 | $125,148 | $57,812 | $38,676 | $26,000 | — |
| 2022 | $76,082 | $56,844 | — | — | — |