# Bristol Hospital & Health Care 403(b) Plan
Source: https://planprovider.pro/companies/bristol-hospital-health-care-group-inc-403b-plan

> Bristol Hospital & Health Care's 403(b) plan: 2,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bristol Hospital & Health Care

- **Sponsor EIN:** 222577726

- **Sponsor Address:** 41 BREWSTER ROAD, BRISTOL, CT, 06010

- **Plan Type:** 403(b)

- **Total Participants:** 2,051

- **Total Assets:** $85.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|2,051|$85.1M|$1.6M|$6.6M|

| 2023|1,703|$75.8M|$1.5M|$6.6M|

| 2022|1,650|$63.3M|$685,299|$6.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$75,430|—|$75,430|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$45,000|—|$45,000|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $120,430

- **Estimated Expense Ratio:** 0.142% 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|$104,005|$45,000|—|—|—|

| 2023|$199,731|$45,000|$154,637|—|—|

| 2022|$245,794|$45,000|$199,114|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bristol-hospital-health-care-group-inc-403b-plan)

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