# Trustees Of Dartmouth College 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-dartmouth-college-403b-plan-003

> Trustees Of Dartmouth College's 403(b) plan: 4,433 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [FIDELITY INV INST OPERATIONS CO INC](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-dartmouth-college-403b-plan-003)

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