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)
- 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. |
|---|---|---|---|---|
| 2025 | 421 | $12.2M | $0 | $0 |
| 2024 | 398 | $10.1M | $0 | $0 |
| 2023 | 393 | $8.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $11,796 | — | — | — | — |
| 2024 | $7,230 | — | — | — | — |
| 2023 | $6,961 | — | — | — | $6,961 |