Plan Snapshot
- Plan Sponsor: President & Fellows Of Middlebury College
- Sponsor EIN: 030179298
- Sponsor Address: 75 SHANNON STREET, MIDDLEBURY, VT, 05753
- Plan Type: 403(b)
- Total Participants: 1,039
- Total Assets: $311.8M
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 | 1,039 | $311.8M | $0 | $7.2M |
| 2023 | 1,030 | $293.9M | $0 | $6.8M |
| 2022 | 1,103 | $269.4M | $0 | $6.4M |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCSOLEY MCCOY & CO. — 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 | $112,688 | — | — | — | — |
| 2023 | $90,250 | — | — | — | — |
| 2022 | $86,578 | — | — | — | — |