Plan Snapshot
- Plan Sponsor: The President & Fellows Of Middlebury College
- Sponsor EIN: 030179298
- Sponsor Address: 75 SHANNON STREET, SUITE 100, MIDDLEBURY, VT, 05753
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 2,298
- Total Assets: $324.3M
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. |
|---|---|---|---|---|
| 2025 | 2,298 | $324.3M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $124,721 | — | $124,721 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,721
- Estimated Expense Ratio: 0.038% 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 |
|---|---|---|---|---|---|
| 2025 | $36,342,826 | — | $455 | — | — |
| 2024 | $112,688 | — | — | — | — |
| 2023 | $90,250 | — | — | — | — |
| 2022 | $86,578 | — | — | — | — |