Plan Snapshot
- Plan Sponsor: President & Fellows Of Harvard College Harvard Human Resources, Benefi
- Sponsor EIN: 042103580
- Sponsor Address: 114 MT AUBURN ST, CAMBRIDGE, MA, 02138
- Plan Type: 403(b)
- Total Participants: 22,562
- Total Assets: $4.3B
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 | 22,562 | $4.3B | $2.3M | $183.7M |
| 2023 | 24,395 | $3.8B | $850 | $165.6M |
| 2022 | 21,064 | $3.2B | $238,850 | $148.7M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — 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 | $499,098 | — | $499,098 | — | — |
| 2023 | $531,576 | — | $531,576 | — | — |
| 2022 | $449,733 | — | $449,733 | — | — |