Plan Snapshot
- Plan Sponsor: Moses/Weitzman Health System, INC
- Sponsor EIN: 850521893
- Sponsor Address: 675 MAIN STREET, MIDDLETOWN, CT, 06457
- Plan Type: 403(b)
- Total Participants: 1,263
- Total Assets: $112.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,263 | $112.5M | $4.8M | $7.4M |
| 2023 | 1,209 | $93.6M | $4.5M | $6.8M |
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 |
|---|---|---|---|---|
| GUILMARTIN, DIPIRO & SOKOLOWSKI LLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $167,130 | — | — | — | — |
| 2023 | $134,820 | — | — | — | — |