Plan Snapshot
- Plan Sponsor: The American School, At Hartford, For The Deaf
- Sponsor EIN: 060667600
- Sponsor Address: 139 NORTH MAIN STREET, WEST HARTFORD, CT, 061071264
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 421
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 421 | $12.2M | $593,831 | $655,986 |
| 2023 | 398 | $10.1M | $590,374 | $627,412 |
| 2022 | 393 | $8.6M | $367,418 | $597,174 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $11,796 | — | $11,796 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | — | $7,986 | $7,986 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,782
- Estimated Expense Ratio: 0.162% 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 | $11,796 | — | — | — | — |
| 2023 | $7,230 | — | — | — | — |
| 2022 | $6,961 | — | — | — | $6,961 |