Plan Snapshot
- Plan Sponsor: Connecticut Institute For The Blind
- Sponsor EIN: 060669111
- Sponsor Address: 120 HOLCOMB ST., HARTFORD, CT, 06112
- Plan Type: 403(b)
- Total Participants: 1,007
- Total Assets: $77.5M
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 | 1,007 | $77.5M | $3.8M | $2.8M |
| 2023 | 955 | $71.8M | $3.7M | $2.5M |
| 2022 | 976 | $61.7M | $1.9M | $2.2M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $66,920 | — | $66,920 |
| FIDUCIENT ADVISORS, LLC | NONE | $55,164 | — | $55,164 |
| GUILMARTIN, DIPIRO & SOKOLOWSKI,LLC | NONE | $23,430 | — | $23,430 |
| PASI, LLC | NONE | $20,125 | — | $20,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,639
- Estimated Expense Ratio: 0.214% 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 | $160,004 | $4,392 | $152,722 | — | — |
| 2023 | $100,033 | $44,588 | $6,956 | — | — |
| 2022 | $58,473 | $17,387 | $37,335 | — | — |