Plan Snapshot
- Plan Sponsor: Bridgeport Hospital
- Sponsor EIN: 060646554
- Sponsor Address: 267 GRANT STREET, BRIDGEPORT, CT, 066102805
- Plan Type: 401(k)
- Total Participants: 4,305
- Total Assets: $253.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 4,305 | $253.8M | $15.5M | $0 |
| 2023 | 4,331 | $222.3M | $14.8M | $0 |
| 2022 | 4,229 | $186.7M | $13.8M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CONSULTANT | $106,633 | — | $106,633 |
| BAKER TILLY US, LLP | AUDITOR | $15,788 | — | $15,788 |
| CAPFINANCIAL PARTNERS | CONSULTANT | $7,135 | — | $7,135 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — CONSULTANT
- BAKER TILLY US, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,556
- Estimated Expense Ratio: 0.051% 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 | $127,841 | — | — | $15,788 | — |
| 2023 | $145,731 | — | — | $17,762 | — |
| 2022 | $122,991 | — | — | — | — |