# Sacred Heart University Incorporated 403(b) Plan
Source: https://planprovider.pro/companies/sacred-heart-university-incorporated-403b-plan

> Sacred Heart University Incorporated's 403(b) plan: 4,574 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sacred Heart University Incorporated

- **Sponsor EIN:** 060776644

- **Sponsor Address:** 5151 PARK AVENUE, FAIRFIELD, CT, 068251000

- **Plan Type:** 403(b)

- **Total Participants:** 4,574

- **Total Assets:** $307.5M

## 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|4,574|$307.5M|$7.2M|$7.7M|

| 2023|1,438|$271.7M|$6.5M|$7.0M|

| 2022|1,276|$233.0M|$5.2M|$6.4M|

## 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|$368,782|—|$368,782|

| FIDUCIENT ADVISORS, LLC|NONE|$52,582|—|$52,582|

| CLIFTON LARSON ALLEN LLP|NONE|$17,275|—|$17,275|

### 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

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $438,639

- **Estimated Expense Ratio:** 0.143% 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|$437,359|—|$435,039|—|—|

| 2023|$412,067|$51,420|$341,492|$14,631|—|

| 2022|$355,698|$49,195|$293,273|—|$13,230|

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