# Stamford Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/stamford-health-inc-403b-plan

> Stamford Health, INC.'s 403(b) plan: 3,969 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$393,348|—|$393,348|

| ERNST & YOUNG LLP|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

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $393,348

- **Estimated Expense Ratio:** 0.078% 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|$395,497|$2,149|—|—|—|

| 2023|$403,556|$764|—|—|—|

| 2022|$384,460|$150|—|—|—|

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