# President & Fellows Of Harvard College Harvard Human Resources, Benefi 403(b) Plan
Source: https://planprovider.pro/companies/president-fellows-of-harvard-college-harvard-human-resources-benefi-403b-plan-006

> President & Fellows Of Harvard College Harvard Human Resources, Benefi's 403(b) plan: 22,562 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## 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|

| TIAA - TEACHERS INSURANCE AND ANNUI|RECORD KEEPER|$530,301|—|$530,301|

| PRICEWATERHOUSECOOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA - TEACHERS INSURANCE AND ANNUI](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORD KEEPER

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $530,301

- **Estimated Expense Ratio:** 0.012% 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|$499,098|—|$499,098|—|—|

| 2023|$531,576|—|$531,576|—|—|

| 2022|$449,733|—|$449,733|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/president-fellows-of-harvard-college-harvard-human-resources-benefi-403b-plan-006)

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