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: 1,539
- Total Assets: $573.5M
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 | 1,539 | $573.5M | $15.3M | $6.5M |
| 2023 | 1,502 | $516.0M | $14.6M | $6.2M |
| 2022 | 1,658 | $455.4M | $14.0M | $5.9M |
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 | $269,909 | — | $22,038 | — | — |
| 2023 | $203,987 | — | $6,943 | — | — |
| 2022 | $190,288 | — | — | — | — |