# Worcester Polytechnic Institute 403(b) Plan
Source: https://planprovider.pro/companies/worcester-polytechnic-institute-403b-plan

> Worcester Polytechnic Institute's 403(b) plan: 1,512 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Worcester Polytechnic Institute

- **Sponsor EIN:** 042121659

- **Sponsor Address:** 100 INSTITUTE ROAD,, WORCESTER, MA, 016092280

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

- **Total Participants:** 1,512

- **Total Assets:** $687.1M

## 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|1,512|$687.1M|$11.4M|$12.0M|

| 2023|1,393|$626.7M|$10.9M|$11.4M|

| 2022|1,454|$557.3M|$10.2M|$10.6M|

## 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|

| TIAA|NONE|$105,300|—|$105,300|

| FIDUCIENT ADVISORS, LLC|NONE|$60,800|—|$60,800|

| STRATEGIC ADVISORS, INC.|NONE|$17,134|—|$17,134|

| BERRY DUNN MCNEIL & PARKER LLC|NONE|$16,200|—|$16,200|

| BDMP ASSURANCE, LLP|Auditor|$16,200|—|$16,200|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $215,634

- **Estimated Expense Ratio:** 0.031% 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|$203,816|$82,801|$1,861|$16,200|—|

| 2023|$206,637|$68,411|$1,358|$15,500|—|

| 2022|$161,025|$77,911|—|—|$28,500|

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