Plan Snapshot
- Plan Sponsor: Trustees Of Boston College
- Sponsor EIN: 042103545
- Sponsor Address: BENEFITS OFFICE, CHESTNUT HILL, MA, 02467
- Plan Type: 401(k)
- Total Participants: 2,373
- Total Assets: $599.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,373 | $599.9M | $19.3M | $4.3M |
| 2023 | 2,228 | $504.1M | $17.1M | $3.8M |
| 2022 | 2,224 | $413.1M | $15.7M | $3.5M |
| 2019 | 2,192 | $371.8M | $0 | $0 |
| 2018 | 2,026 | $299.4M | $0 | $0 |
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. OP. CO., INC. | RECORDKEEPER | $96,435 | — | $96,435 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INST. OP. CO., INC. — RECORDKEEPER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,435
- Estimated Expense Ratio: 0.016% 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 | $96,435 | — | — | — | — |
| 2023 | $23,841 | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2019 | — | — | — | — | — |
| 2018 | — | — | — | — | — |