Plan Snapshot
- Plan Sponsor: Mitchell College
- Sponsor EIN: 060662150
- Sponsor Address: 437 PEQUOT AVE, NEW LONDON, CT, 063204498
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 284 | $36.6M | $482,831 | $529,821 |
| 2023 | 227 | $34.4M | $516,939 | $576,051 |
| 2022 | 297 | $30.4M | $463,802 | $620,603 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $9,047 | — | $9,047 | — | — |
| 2024 | $32,011 | $580 | $31,431 | — | — |
| 2023 | $12,642 | $3,780 | $8,862 | — | — |
| 2022 | $10,739 | $201 | $3,650 | — | $6,888 |