# Moses/Weitzman Health System, INC 403(b) Plan
Source: https://planprovider.pro/companies/moses-weitzman-health-system-inc-403b-plan

> Moses/Weitzman Health System, INC's 403(b) plan: 1,263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$167,130|—|$167,130|

| GUILMARTIN, DIPIRO & SOKOLOWSKI LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $167,130

- **Estimated Expense Ratio:** 0.149% 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|$167,130|—|—|—|—|

| 2023|$134,820|—|—|—|—|

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