# Suffolk University 403(b) Plan
Source: https://planprovider.pro/companies/suffolk-university-403b-plan

> Suffolk University's 403(b) plan: 1,700 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Suffolk University

- **Sponsor EIN:** 042133255

- **Sponsor Address:** 8 ASHBURTON PLACE, BOSTON, MA, 021082701

- **Plan Type:** 403(b)

- **Total Participants:** 1,700

- **Total Assets:** $531.2M

## 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|1,700|$531.2M|$7.5M|$8.2M|

| 2023|1,583|$479.4M|$7.4M|$7.8M|

| 2022|1,492|$416.6M|$5.0M|$7.2M|

## 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|

| FIDELITY INV INST OPER COMP, INC.|RECORDKEEPER|$198,426|—|$198,426|

| CAPFINANCIAL PARTNERS LLC|NONE|$72,643|—|$72,643|

| TIAA- TEACHERS INSURANCE AND ANNUIT|SERVICE PROVIDER|$67,266|—|$67,266|

| CARON & BLETZER, PLLC|NONE|$17,000|—|$17,000|

| DAVID CARBONI DBA DKC RETIREMENT|NONE|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [FIDELITY INV INST OPER COMP, INC.](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TIAA- TEACHERS INSURANCE AND ANNUIT](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — SERVICE PROVIDER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $361,335

- **Estimated Expense Ratio:** 0.068% 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|$364,286|$72,643|$265,692|$17,000|—|

| 2023|$346,145|$65,673|$232,649|$15,500|—|

| 2022|$313,800|—|$228,040|—|$85,760|

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