Plan Snapshot
- Plan Sponsor: Trustees Of Dartmouth College
- Sponsor EIN: 020222111
- Sponsor Address: HUMAN RESOURCES-6042, HANOVER, NH, 037552112
- Plan Type: 401(k)
- Total Participants: 4,336
- Total Assets: $933.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 4,336 | $933.3M | $34.8M | $0 |
| 2023 | 4,152 | $819.8M | $32.0M | $0 |
| 2022 | 3,918 | $688.2M | $29.1M | $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 INSTITUTIONAL OPS CO. | RECORDKEEPER | $301,205 | — | $301,205 |
| TIAA | NONE | $84,863 | — | $84,863 |
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INSTITUTIONAL OPS CO. — RECORDKEEPER
- TIAA — NONE
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $386,068
- Estimated Expense Ratio: 0.041% 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 | $386,068 | — | $84,863 | — | — |
| 2023 | $373,084 | — | $83,793 | — | — |
| 2022 | $379,596 | — | $379,596 | — | — |