Plan Snapshot
- Plan Sponsor: Connecticut College
- Sponsor EIN: 060646587
- Sponsor Address: 270 MOHEGAN AVENUE, NEW LONDON, CT, 063204125
- Plan Type: 403(b)
- Total Participants: 615
- Total Assets: $302.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 615 | $302.5M | $4.1M | $3.6M |
| 2023 | 660 | $288.0M | $4.1M | $3.7M |
| 2022 | 661 | $260.3M | $2.5M | $3.8M |
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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $124,400 | — | $124,400 |
| CAPFINANCIAL PARTNERS | Other Service Provider | $29,291 | — | $29,291 |
| MP P.C. | Other Service Provider | $20,830 | — | $20,830 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,521
- Estimated Expense Ratio: 0.058% 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 | $156,692 | — | — | — | — |
| 2023 | $170,784 | — | — | — | — |
| 2022 | $151,221 | — | — | — | — |