# Simmons University 403(b) Plan
Source: https://planprovider.pro/companies/simmons-university-403b-plan

> Simmons University's 403(b) plan: 667 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simmons University

- **Sponsor EIN:** 042103629

- **Sponsor Address:** 300 THE FENWAY, BOSTON, MA, 022155820

- **Plan Type:** 403(b)

- **Total Participants:** 667

- **Total Assets:** $269.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|667|$269.5M|$2.1M|$3.2M|

| 2023|731|$255.4M|$2.1M|$3.0M|

| 2022|857|$237.7M|$2.2M|$3.2M|

## 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|NONE|$65,452|—|$65,452|

| FIDUCIENT ADVISORS, LLC|NONE|$37,132|—|$37,132|

| CBIZ CPAS P.C.|NONE|$26,085|—|$26,085|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $128,669

- **Estimated Expense Ratio:** 0.048% 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|$127,318|—|—|—|—|

| 2023|$140,549|—|$140,549|—|—|

| 2022|$102,072|—|$102,072|—|—|

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