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: 15,031
- Total Assets: $2.0B
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 | 15,031 | $2.0B | $125.2M | $0 |
| 2023 | 14,571 | $1.8B | $117.6M | $0 |
| 2022 | 13,259 | $1.5B | $99.8M | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSEWATERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSEWATERS LLC — 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 | $446,789 | — | $446,789 | — | — |
| 2023 | $468,298 | — | $468,298 | — | — |
| 2022 | $387,080 | — | $387,080 | — | — |