# President & Fellows Of Harvard College Harvard Human Resources, Benefi DC Plan
Source: https://planprovider.pro/companies/president-fellows-of-harvard-college-harvard-human-resources-benefi-plan-003

> President & Fellows Of Harvard College Harvard Human Resources, Benefi's DC plan: 2,666 participants, plan year 2024 financials, providers, and benchmarks fr…

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:** DC

- **Total Participants:** 2,666

- **Total Assets:** $1.6B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|2,666|$1.6B|$24.8M|$0|

| 2023|2,732|$1.6B|$11.7M|$0|

| 2022|2,775|$1.5B|$33.2M|$0|

## 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|

| WILLIS TOWERS WATSON|ACTUARIAL CONSULTING|$610,596|—|$610,596|

| TIAA|INVESTMENT MANAGER|$515,532|—|$515,532|

| WELLINGTON MANAGEMENT COMPANY, LLP|INVESTMENT MANAGEMENT|$358,015|—|$358,015|

| PRICEWATERHOUSECOOPERS, LLC.|CERTIFIED PUBLIC ACCOUNT|$136,093|—|$136,093|

| ROPES & GRAY|LEGAL CONSULTING|$64,067|—|$64,067|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — INVESTMENT MANAGER

- [PRICEWATERHOUSECOOPERS, LLC.](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — CERTIFIED PUBLIC ACCOUNT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,684,303

- **Estimated Expense Ratio:** 0.108% 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|$3,128,375|—|$40,532|—|—|

| 2023|$1,474,219|—|$45,238|—|—|

| 2022|$2,423,479|—|$44,209|—|$2,379,270|

## Similar Plans

- [Ef Services, INC.](https://planprovider.pro/companies/ef-services-inc-401k-plan) — 2,624 participants

- [President & Fellows Of Harvard College Harvard Human Resources, Benefi](https://planprovider.pro/companies/president-fellows-of-harvard-college-harvard-human-resources-benefi-403b-plan-002) — 2,737 participants

- [Trustees Of Boston College](https://planprovider.pro/companies/trustees-of-boston-college-401k-plan) — 2,373 participants

- [Berklee College Of Music, INC.](https://planprovider.pro/companies/berklee-college-of-music-inc-401k-plan) — 2,205 participants

- [Brandeis University](https://planprovider.pro/companies/brandeis-university-403b-plan-001) — 1,994 participants

- [Smith College](https://planprovider.pro/companies/smith-college-403b-plan) — 1,903 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/president-fellows-of-harvard-college-harvard-human-resources-benefi-plan-003)

© 2026 PlanProvider.Pro