# The May Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-may-institute-inc-403b-plan

> The May Institute, INC.'s 403(b) plan: 1,860 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The May Institute, INC.

- **Sponsor EIN:** 042197449

- **Sponsor Address:** 41 PACELLA PARK DRIVE, RANDOLPH, MA, 023681755

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

- **Total Participants:** 1,860

- **Total Assets:** $85.0M

## 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|1,860|$85.0M|$957,083|$4.4M|

| 2023|1,763|$74.8M|$913,596|$3.9M|

| 2022|1,744|$63.9M|$835,613|$3.8M|

## 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|

| CBIZ CPA'S P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$227,601|$72,544|$155,057|—|—|

| 2023|$93,347|$79,311|$14,036|—|—|

| 2022|$97,659|$74,253|$23,406|—|—|

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