Plan Snapshot
- Plan Sponsor: Smith College
- Sponsor EIN: 041843040
- Sponsor Address: GARRISON HALL, NORTHAMPTON, MA, 01063
- Plan Type: 403(b)
- Total Participants: 1,903
- Total Assets: $628.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,903 | $628.7M | $11.5M | $8.6M |
| 2023 | 1,862 | $582.7M | $10.8M | $8.3M |
| 2022 | 1,843 | $520.1M | $9.8M | $7.9M |
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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | SERVICE PROVIDER | $11,443 | — | $11,443 |
| MP P.C. | SERVICE PROVIDER | $11,050 | — | $11,050 |
| PARADISE COPIES LLC | SERVICE PROVIDER | $10,272 | — | $10,272 |
| GLOBAL RETIREMENT PARTNERS, LLC | SERVICE PROVIDER | $10,000 | — | $10,000 |
| GLOBAL RETIREMENT PARTNERS | SERVICE PROVIDER | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MP P.C. — SERVICE PROVIDER
- GLOBAL RETIREMENT PARTNERS, LLC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,765
- Estimated Expense Ratio: 0.008% 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 | $183,571 | $47,766 | $134,673 | — | — |
| 2023 | $182,355 | $68,033 | $112,119 | — | — |
| 2022 | $142,276 | — | — | — | — |