# Trustees Of Dartmouth College 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-dartmouth-college-plan-005

> Trustees Of Dartmouth College's 401(k) plan: 4,336 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:** 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.](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [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:** $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|—|—|

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