Plan Snapshot
- Plan Sponsor: Choate Rosemary Hall Foundation, INC.
- Sponsor EIN: 060910420
- Sponsor Address: 333 CHRISTIAN STREET, WALLINGFORD, CT, 064925000
- Plan Type: 403(b)
- Total Participants: 348
- Total Assets: $222.7M
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. |
|---|---|---|---|---|
| 2024 | 348 | $222.7M | $3.6M | $1.3M |
| 2023 | 339 | $205.2M | $3.6M | $1.4M |
| 2022 | 326 | $181.2M | $3.1M | $1.3M |
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 | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 0.004% 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 | $14,090 | $4,250 | — | $9,000 | — |
| 2023 | $18,725 | $8,500 | $1,225 | $9,000 | — |
| 2022 | $1,235 | — | $1,235 | — | — |