Plan Snapshot
- Plan Sponsor: Stonehill College
- Sponsor EIN: 042104229
- Sponsor Address: 320 WASHINGTON STREET, NORTH EASTON, MA, 023561138
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 815
- Total Assets: $239.9M
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 | 815 | $239.9M | $3.7M | $3.7M |
| 2023 | 794 | $225.2M | $2.9M | $3.4M |
| 2022 | 562 | $205.9M | $2.7M | $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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $107,563 | — | $107,563 |
| TIAA-TEACHERS INSURANCE AND ANNUITY | Recordkeeper | $85,422 | — | $85,422 |
| CBIZ CPA'S PC | Other Service Provider | $20,879 | — | $20,879 |
| AXIOM GLOBAL | Other Service Provider | $6,900 | — | $6,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,764
- Estimated Expense Ratio: 0.092% 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 | $221,243 | — | $217,718 | — | — |
| 2023 | $183,372 | — | $182,964 | — | — |
| 2022 | $175,372 | — | $174,958 | — | — |