# Smith College 403(b) Plan
Source: https://planprovider.pro/companies/smith-college-403b-plan

> Smith College's 403(b) plan: 1,903 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/mp-pc) — SERVICE PROVIDER

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/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|—|—|—|—|

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