# Wellesley College 403(b) Plan
Source: https://planprovider.pro/companies/wellesley-college-403b-plan

> Wellesley College's 403(b) plan: 1,326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wellesley College

- **Sponsor EIN:** 042103637

- **Sponsor Address:** 106 CENTRAL STREET, WELLESLEY, MA, 02481

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

- **Total Participants:** 1,326

- **Total Assets:** $787.3M

## 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|1,326|$787.3M|$9.6M|$10.8M|

| 2023|1,294|$721.9M|$9.0M|$10.1M|

| 2022|1,279|$639.8M|$9.2M|$9.4M|

## 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|

| FIDUCIENT ADVISORS, LLC|NONE|$50,139|—|$50,139|

| HARVARD SQUARE FINANCIAL PLANNING|NONE|$22,000|—|$22,000|

| THE ANGELL PENSION GROUP, INC|THIRD PARTY ADMINISTRATO|$13,409|—|$13,409|

| HARRY K. FRIEDMAN|NONE|$8,309|—|$8,309|

| MP, P.C.|NONE|$7,250|—|$7,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,107

- **Estimated Expense Ratio:** 0.013% 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|$340,721|—|$338,295|—|—|

| 2023|$318,967|—|$316,397|—|—|

| 2022|$304,468|—|$301,814|—|—|

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