# Fairfield University 403(b) Plan
Source: https://planprovider.pro/companies/fairfield-university-403b-plan

> Fairfield University's 403(b) plan: 1,137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fairfield University

- **Sponsor EIN:** 060646623

- **Sponsor Address:** 1073 NORTH BENSON ROAD, FAIRFIELD, CT, 068245171

- **Plan Type:** 403(b)

- **Total Participants:** 1,137

- **Total Assets:** $492.6M

## 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|1,137|$492.6M|$8.5M|$9.4M|

| 2023|1,178|$451.5M|$7.7M|$8.6M|

| 2022|1,095|$403.2M|$7.1M|$7.7M|

## 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|

| FIDUCIENT ADVISORS|N/A|$66,506|—|$66,506|

| CLIFTON, LARSON & ALLEN, LLP|N/A|$20,160|—|$20,160|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON, LARSON & ALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — N/A

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,666

- **Estimated Expense Ratio:** 0.018% 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|$251,632|—|$251,632|—|—|

| 2023|$265,746|—|$265,746|—|—|

| 2022|$221,596|—|$221,596|—|—|

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