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: 13,557
- Total Assets: $1.7B
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 | 13,557 | $1.7B | $106,793 | $96.3M |
| 2023 | 12,869 | $1.6B | $0 | $91.3M |
| 2022 | 12,651 | $1.3B | $0 | $84.0M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $326,521 | $49,528 | $350 | — | — |
| 2023 | $329,504 | $40,290 | $425 | — | — |
| 2022 | $367,931 | — | — | — | — |