Plan Snapshot
- Plan Sponsor: Trustees Of Dartmouth College
- Sponsor EIN: 020222111
- Sponsor Address: HUMAN RESOURCES-6042, HANOVER, NH, 037552112
- Plan Type: 403(b)
- Total Participants: 4,433
- Total Assets: $1.1B
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 | 4,433 | $1.1B | $0 | $31.6M |
| 2023 | 4,150 | $997.4M | $0 | $29.5M |
| 2022 | 3,998 | $849.0M | $0 | $27.2M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $79,227 | — | $79,227 |
| FIDELITY INV INST OPERATIONS CO INC | RECORDKEEPER | $63,211 | — | $63,211 |
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FIDELITY INV INST OPERATIONS CO INC — RECORDKEEPER
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,438
- Estimated Expense Ratio: 0.013% 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 | $142,438 | — | $79,227 | — | — |
| 2023 | $140,952 | — | $78,579 | — | — |
| 2022 | $162,070 | — | $162,070 | — | — |