Plan Snapshot
- Plan Sponsor: Trustees Of Emmanuel College
- Sponsor EIN: 042105769
- Sponsor Address: 400 THE FENWAY, BOSTON, MA, 02115
- Plan Type: 401(k)
- Total Participants: 502
- Total Assets: $121.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 502 | $121.6M | $2.2M | $2.3M |
| 2023 | 551 | $108.4M | $2.0M | $2.1M |
| 2022 | 467 | $94.7M | $1.9M | $2.0M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $87,665 | — | $87,665 |
| FIDUCIARY INVESTMENT ADVISORS LLC | Other Service Provider | $35,602 | — | $35,602 |
| GRAY, GRAY & GRAY LLP | Other Service Provider | $18,000 | — | $18,000 |
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $8,118 | — | $8,118 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,385
- Estimated Expense Ratio: 0.123% 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 | $155,180 | — | $148,059 | $7,121 | — |
| 2023 | $129,621 | — | $129,621 | — | — |
| 2022 | $62,244 | — | $62,244 | — | — |