# Trustees Of Boston University 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-boston-university-403b-plan-002

> Trustees Of Boston University's 403(b) plan: 8,863 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Boston University

- **Sponsor EIN:** 042103547

- **Sponsor Address:** OFFICE OF HUMAN RESOURCES, BOSTON, MA, 022151301

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

- **Total Participants:** 8,863

- **Total Assets:** $3.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|8,863|$3.0B|$102.9M|$0|

| 2023|8,173|$2.8B|$94.9M|$0|

| 2022|8,130|$2.5B|$91.9M|$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 INVESTMENTS INSTITUTIONAL|NONE|$524,332|—|$524,332|

| TIAA|NONE|$32,499|—|$32,499|

| BDO USA, P.C.|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) — NONE

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $556,831

- **Estimated Expense Ratio:** 0.019% 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|$552,207|$91,997|$32,499|—|—|

| 2023|$487,613|$53,022|$10,373|—|—|

| 2022|$662,052|—|—|—|—|

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