# 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-007

> President & Fellows Of Harvard College Harvard Human Resources, Benefi's DC plan: 15,031 participants, plan year 2024 financials, providers, and benchmarks f…

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:** 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|

| TIAA - TEACHERS INSURANCE AND ANNOC|INVESTMENT MANAGER|$446,789|—|$446,789|

| PRICEWATERHOUSEWATERS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [PRICEWATERHOUSEWATERS LLC](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:** $446,789

- **Estimated Expense Ratio:** 0.022% 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|$446,789|—|$446,789|—|—|

| 2023|$468,298|—|$468,298|—|—|

| 2022|$387,080|—|$387,080|—|—|

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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-plan-007)

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