Plan Snapshot
- Plan Sponsor: Trustees Of Hampshire College
- Sponsor EIN: 046130872
- Sponsor Address: 893 WEST STREET, AMHERST, MA, 010025000
- Plan Type: 403(b)
- Total Participants: 258
- Total Assets: $160.5M
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 | 258 | $160.5M | $590,187 | $1.4M |
| 2023 | 280 | $153.6M | $1.1M | $1.4M |
| 2022 | 246 | $141.8M | $1.0M | $1.2M |
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 |
|---|---|---|---|---|
| MP P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MP P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $88,823 | — | $88,823 | — | — |
| 2023 | $84,296 | — | $84,296 | — | — |
| 2022 | $56,804 | — | $56,804 | — | — |