Plan Ledger DOL Form 5500 · updated monthly

Trustees of Dartmouth College403(b)

SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE · HANOVER, NH · plan year 2024

Reported admin expense ratio · 2024
0.01%

Trustees of Dartmouth College reported $142,438 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 2nd-largest of 411 plans among New Hampshire employers on file, and the 47th of 3,091 in educational services. active participation has grown from 3,998 to 4,433 since 2022.

Plan summary
Net assets, end of year$1,115,215,444
Participants with balances6,829
Active participants4,433
Employer contributions—
Employee contributions$31,616,166
Employer contribution per active participant—
Average account balance$163,306
Benefits paid to participants$63,127,294
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 6,829 accts
2023$997.4M · 6,794 accts
2022$849.0M · 6,806 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$142,438
Total administrative$142,438
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TIAA$79,227
FIDELITY INV INST OPERATIONS CO INC · Loan processing$63,211

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$142,438 · 0.01%
2023$140,952 · 0.02%
2022$162,070 · 0.02%
All plans at this employer3
403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF403(b)
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE403(b)
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFFMoney purchase plan
Same employer
Similar plansEducational Services · New Hampshire
Howard University DC$1.2B · 0.06%
Villanova University PA$1.2B · 0.03%
Long Island University NY$1.1B · 0.03%
Trustees of Tufts College MA$1.0B · 0.05%
Lehigh University PA$1.0B · 0.12%
Educational Testing Service NJ$982.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020222111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.