# Connecticut Children'S Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/connecticut-children-s-medical-center-403b-plan

> Connecticut Children'S Medical Center's 403(b) plan: 3,681 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — INV. ADVISORY

- [BAKER TILLY US](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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/connecticut-children-s-medical-center-403b-plan)

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