# Trustees Of The College Of The Holy Cross 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-the-college-of-the-holy-cross-403b-plan

> Trustees Of The College Of The Holy Cross's 403(b) plan: 954 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 The College Of The Holy Cross

- **Sponsor EIN:** 042103558

- **Sponsor Address:** 1 COLLEGE STREET, WORCESTER, MA, 01610

- **Plan Type:** 403(b)

- **Total Participants:** 954

- **Total Assets:** $401.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|954|$401.8M|$7.4M|$7.5M|

| 2023|933|$365.8M|$6.8M|$6.9M|

| 2022|964|$334.1M|$6.3M|$6.5M|

## 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 INS OPS CO, INC.|NONE|$97,973|—|$97,973|

| FIDUCIENT ADVISORS LLC|NONE|$40,000|—|$40,000|

| HARVARD SQUARE FINANCIAL PLANNING L|NONE|$38,435|—|$38,435|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INV INS OPS CO, INC.](https://planprovider.pro/provider/fidelity-investments) — 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:** $176,408

- **Estimated Expense Ratio:** 0.044% 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|$178,236|$78,435|$97,973|—|—|

| 2023|$155,485|$103,850|$150|—|—|

| 2022|$61,776|$30,000|$22,587|—|$9,189|

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