# Quinnipiac University 403(b) Plan
Source: https://planprovider.pro/companies/quinnipiac-university-403b-plan-002

> Quinnipiac University's 403(b) plan: 985 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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