# Trustees Of Mount Holyoke College 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-mount-holyoke-college-403b-plan

> Trustees Of Mount Holyoke College's 403(b) plan: 1,373 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 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.|AUDIT FEES|$26,250|—|$26,250|

| GLOBAL RETIREMENT PARTNERS|SERVICE PROVIDER|$15,000|—|$15,000|

| ANGELL PENSION GROUP|SERVICE PROVIDER|$10,081|—|$10,081|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MP P.C.](https://planprovider.pro/provider/mp-pc) — AUDIT FEES

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,331

- **Estimated Expense Ratio:** 0.012% 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|$258,669|—|—|—|—|

| 2023|$225,738|—|—|—|—|

| 2022|$224,096|—|—|—|—|

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