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

> Swarthmore College's 403(b) plan: 1,171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swarthmore College

- **Sponsor EIN:** 231352683

- **Sponsor Address:** 500 COLLEGE AVENUE, SWARTHMORE, PA, 190811306

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

- **Total Participants:** 1,171

- **Total Assets:** $462.5M

## 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|1,171|$462.5M|$8.9M|$7.5M|

| 2023|1,187|$424.9M|$8.2M|$6.8M|

| 2022|1,091|$385.1M|$7.1M|$6.1M|

## 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|

| MMA SECURITIES|NONE|$52,500|—|$52,500|

| TORRILLO AND ASSOCIATES|NONE|$25,700|—|$25,700|

| THE VANGUARD GROUP|NONE|$5,375|—|$5,375|

### Verified Provider Profiles

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — NONE

- [TORRILLO AND ASSOCIATES](https://planprovider.pro/provider/torrillo-and-associates-llc) — NONE

- [THE VANGUARD GROUP](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,575

- **Estimated Expense Ratio:** 0.018% 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|$83,900|$52,500|—|—|—|

| 2023|$84,544|$54,794|—|—|—|

| 2022|$58,771|—|—|—|—|

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