Plan Snapshot
- Plan Sponsor: Stamford Health, INC.
- Sponsor EIN: 222476636
- Sponsor Address: ONE HOSPITAL PLAZA, STAMFORD, CT, 06904
- Plan Type: 403(b)
- Total Participants: 3,969
- Total Assets: $504.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,969 | $504.5M | $18.4M | $25.7M |
| 2023 | 3,706 | $428.8M | $16.0M | $23.7M |
| 2022 | 3,482 | $342.8M | $15.1M | $21.2M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
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 | $395,497 | $2,149 | — | — | — |
| 2023 | $403,556 | $764 | — | — | — |
| 2022 | $384,460 | $150 | — | — | — |