# Chapel Haven Schleifer Center 403(b) Plan
Source: https://planprovider.pro/companies/chapel-haven-schleifer-center-403b-plan

> Chapel Haven Schleifer Center's 403(b) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chapel Haven Schleifer Center

- **Sponsor EIN:** 060925031

- **Sponsor Address:** 1040 WHALLEY AVENUE, NEW HAVEN, CT, 065151740

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

- **Total Participants:** 129

- **Total Assets:** $3.5M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|129|$3.5M|$0|$144,186|

| 2023|133|$3.5M|$0|$125,250|

| 2022|135|$3.2M|$0|$101,044|

## 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|

| NOVAK FRANCELLA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$525|—|—|—|—|

| 2023|$150|—|—|—|—|

| 2022|—|—|—|—|—|

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