Plan Snapshot
- Plan Sponsor: Connecticut Children'S Medical Center
- Sponsor EIN: 060646755
- Sponsor Address: 282 WASHINGTON STREET, HARTFORD, CT, 06106
- Plan Type: 403(b)
- Total Participants: 3,681
- Total Assets: $540.8M
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 | 3,681 | $540.8M | $16.5M | $26.7M |
| 2023 | 3,179 | $467.0M | $14.4M | $24.4M |
| 2022 | 3,094 | $377.1M | $14.4M | $21.2M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $312,019 | — | $312,019 |
| STRATEGIC ADVISORS, INC. | INV. ADVISORY | $12,681 | — | $12,681 |
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — INV. ADVISORY
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $324,700
- Estimated Expense Ratio: 0.060% 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 | $325,090 | $12,681 | $390 | — | — |
| 2023 | $265,919 | $1,037 | $865 | — | — |
| 2022 | $287,135 | — | $119 | — | — |