Plan Snapshot
- Plan Sponsor: Trustees Of Mount Holyoke College
- Sponsor EIN: 042103578
- Sponsor Address: 50 COLLEGE ST, SOUTH HADLEY, MA, 010751461
- Plan Type: 403(b)
- Total Participants: 1,373
- Total Assets: $423.0M
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 | 1,373 | $423.0M | $7.7M | $6.0M |
| 2023 | 1,267 | $393.5M | $6.5M | $5.0M |
| 2022 | 1,304 | $363.8M | $6.2M | $4.6M |
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 | $258,669 | — | — | — | — |
| 2023 | $225,738 | — | — | — | — |
| 2022 | $224,096 | — | — | — | — |