# The New England College Of Optometry 403(b) Plan
Source: https://planprovider.pro/companies/the-new-england-college-of-optometry-403b-plan

> The New England College Of Optometry's 403(b) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The New England College Of Optometry

- **Sponsor EIN:** 041591060

- **Sponsor Address:** 424 BEACON STREET, BOSTON, MA, 021151129

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

- **Total Participants:** 217

- **Total Assets:** $49.4M

## 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|217|$49.4M|$1.2M|$860,093|

| 2023|195|$45.5M|$1.1M|$788,032|

| 2022|146|$41.1M|$1.1M|$788,178|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH|BROKER DEALER OF ADVISOR|$41,055|—|$41,055|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|—|$8,102|$8,102|

| AAFCPAS INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,157

- **Estimated Expense Ratio:** 0.100% 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|$43,653|$43,593|$60|—|—|

| 2023|$37,105|$37,015|$90|—|—|

| 2022|$13,605|—|—|—|—|

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