Plan Snapshot
- Plan Sponsor: Stevens Institute Of Technology
- Sponsor EIN: 221487354
- Sponsor Address: STEVENS INSTITUTE OF TECHNOLOGY, HOBOKEN, NJ, 070305906
- Plan Type: 403(b)
- Total Participants: 1,436
- Total Assets: $466.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,436 | $466.5M | $9.5M | $11.5M |
| 2023 | 1,408 | $420.0M | $8.6M | $10.5M |
| 2022 | 1,331 | $369.4M | $7.8M | $9.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $337,744 | $3,287 | $329,186 | — | — |
| 2023 | $440,242 | $1,089 | $434,472 | — | — |
| 2022 | $268,832 | $977 | $267,855 | — | — |