Plan Snapshot
- Plan Sponsor: Quinnipiac University
- Sponsor EIN: 060646701
- Sponsor Address: 275 MOUNT CARMEL AVENUE, HAMDEN, CT, 065181905
- Plan Type: 403(b)
- Total Participants: 985
- Total Assets: $240.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 985 | $240.3M | $0 | $8.0M |
| 2023 | 1,034 | $217.4M | $0 | $8.1M |
| 2022 | 1,046 | $194.9M | $0 | $7.9M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $51,126 | — | $51,126 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $22,400 | — | $22,400 |
| QUINNIPIAC UNIVERSITY | NONE | $19,184 | — | $19,184 |
| MY SECURE ADVANTAGE, INC. | NONE | $15,900 | — | $15,900 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,610
- Estimated Expense Ratio: 0.045% 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 | $142,707 | $22,400 | — | — | — |
| 2023 | $134,650 | — | $134,650 | — | — |
| 2022 | $125,845 | $20,533 | — | — | $33,995 |