# Stevens Institute Of Technology 403(b) Plan
Source: https://planprovider.pro/companies/stevens-institute-of-technology-403b-plan

> Stevens Institute Of Technology's 403(b) plan: 1,436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TEACHERS INSUR. & ANNUITY ASSOC.|NONE|$213,089|—|$213,089|

| CAPFINANCIAL PARTNERS, LLC|NONE|$82,366|—|$82,366|

| BAKER TILLY US, LLP|NONE|$28,350|—|$28,350|

| STEVENS INSTITUTE OF TECHNOLOGY|PLAN SPONSOR|$13,793|—|$13,793|

### Verified Provider Profiles

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

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $337,598

- **Estimated Expense Ratio:** 0.072% 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|$337,744|$3,287|$329,186|—|—|

| 2023|$440,242|$1,089|$434,472|—|—|

| 2022|$268,832|$977|$267,855|—|—|

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