Plan Snapshot
- Plan Sponsor: Greenwich Hospital
- Sponsor EIN: 060646659
- Sponsor Address: 5 PERRY RIDGE ROAD, GREENWICH, CT, 068304608
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 2,279
- Total Assets: $242.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,279 | $242.3M | $0 | $13.6M |
| 2023 | 2,360 | $225.0M | $0 | $13.3M |
| 2022 | 2,314 | $193.2M | $0 | $12.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $17,288 | — | $17,288 |
| CAPFINANCIAL PARTNERS | Other Service Provider | $5,116 | — | $5,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $22,404
- Estimated Expense Ratio: 0.009% 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 | $39,184 | $5,116 | — | $17,288 | — |
| 2023 | $62,850 | $7,590 | — | $24,763 | — |
| 2022 | $42,598 | — | — | — | — |