# The Charles Stark Draper Laboratory, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-charles-stark-draper-laboratory-inc-403b-plan

> The Charles Stark Draper Laboratory, INC.'s 403(b) plan: 1,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Charles Stark Draper Laboratory, INC.

- **Sponsor EIN:** 042505372

- **Sponsor Address:** 555 TECHNOLOGY SQUARE, CAMBRIDGE, MA, 021393539

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

- **Total Participants:** 1,519

- **Total Assets:** $460.7M

## 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|1,519|$460.7M|$0|$17.0M|

| 2023|1,441|$414.9M|$0|$15.7M|

| 2022|1,318|$357.3M|$0|$13.3M|

## 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|

| TIAA|NONE|$78,093|—|$78,093|

| MERCER INVESTMENTS LLC|NONE|$33,442|—|$33,442|

| GROOM LAW GROUP, CHARTERED|NONE|$6,349|—|$6,349|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,884

- **Estimated Expense Ratio:** 0.026% 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|$117,885|$33,442|—|—|—|

| 2023|$94,533|$34,875|—|—|—|

| 2022|$40,381|$32,850|—|—|$6,606|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-charles-stark-draper-laboratory-inc-403b-plan)

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