Trustees of Dartmouth College 403(b) match, vesting and fees
What Trustees of Dartmouth College's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Inv Inst Operations Co Inc | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.
| Trustees of Dartmouth College: employer contribution per participant | — | |
| Peer median | $2,692 |
| Trustees of Dartmouth College: average balance | $163,306 | |
| Peer median | $100,331 |
| Trustees of Dartmouth College: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $997M at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,961 | $1.1B | — | — | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 7,898 | $997M | — | — | 0.02% | Not published | Form 5500 ↗ |
Other Trustees of Dartmouth College plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Inv Instl Ops Co Inc. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Inv Institutional Ops Co. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Defined Benefit Retirement Plan for Dartmouth College Staff
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Trustees of Dartmouth College match 401(k) contributions?
The match terms for the Supplemental Retirement Accounts for All Employees of Dartmouth College have not been published from its filing yet.
When is the Trustees of Dartmouth College 401(k) match vested?
The vesting schedule for the Supplemental Retirement Accounts for All Employees of Dartmouth College is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Dartmouth College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Inst Operations Co Inc. The plan administrator is Michelle M. Scichilone.
I left Trustees of Dartmouth College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Michelle M. Scichilone, (603) 646-3588) or the recordkeeper, Fidelity Inv Inst Operations Co Inc. The Trustees of Dartmouth College old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Dartmouth College 401(k)
Data from the public Form 5500 annual reports Trustees of Dartmouth College filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trustees of Dartmouth College. Not financial advice. Report a correction · Methodology