Plan Snapshot
- Plan Sponsor: Albertus Magnus College
- Sponsor EIN: 060646520
- Sponsor Address: 700 PROSPECT STREET, NEW HAVEN, CT, 065111189
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 153 | $48.1M | $452,962 | $885,070 |
| 2023 | 147 | $43.9M | $429,653 | $873,449 |
| 2022 | 154 | $40.9M | $377,529 | $935,982 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | $23,362 | — | $23,362 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,362
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 |
|---|---|---|---|---|---|
| 2025 | $33,544 | $6,000 | $4,182 | $23,362 | — |
| 2024 | $20,912 | $544 | $20,368 | — | — |
| 2023 | $31,456 | $17,415 | $2,333 | $11,708 | — |
| 2022 | $11,189 | $1,424 | — | — | — |