Plan Snapshot
- Plan Sponsor: Vassar College
- Sponsor EIN: 141338587
- Sponsor Address: 124 RAYMOND AVE, BOX 718, POUGHKEEPSIE, NY, 12604
- Plan Type: 403(b)
- Total Participants: 1,878
- Total Assets: $550.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,878 | $550.8M | $8.9M | $8.1M |
| 2023 | 1,636 | $510.7M | $8.2M | $7.6M |
| 2022 | 2,381 | $463.7M | $7.7M | $7.2M |
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 |
|---|---|---|---|---|
| RBT CPAS, LLP | Auditor | — | — | $0 |
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 | -$20,338 | $1,493 | $81,741 | — | — |
| 2023 | $82,065 | $1,463 | $133,362 | — | — |
| 2022 | $215,200 | $53,976 | — | — | $28,277 |