Plan Snapshot
- Plan Sponsor: Bridgeport Hospital
- Sponsor EIN: 060646554
- Sponsor Address: 267 GRANT STREET, BRIDGEPORT, CT, 066102805
- Plan Type: DC
- Total Participants: 4,413
- Total Assets: $286.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,413 | $286.6M | $0 | $18.9M |
| 2023 | 4,457 | $248.8M | $0 | $17.5M |
| 2022 | 4,407 | $209.7M | $0 | $16.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | AUDITOR | $17,288 | — | $17,288 |
| CAPFINANCIAL PARTNERS | CONSULTANT | $6,250 | — | $6,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $23,538
- Estimated Expense Ratio: 0.008% 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 | $48,810 | — | — | $17,288 | — |
| 2023 | $62,406 | — | — | $17,992 | — |
| 2022 | $27,741 | — | — | — | — |