Plan Snapshot
- Plan Sponsor: The University Of Connecticut Foundation Incorporated
- Sponsor EIN: 066070722
- Sponsor Address: 2390 ALUMNI DR. UNIT 3206, STORRS, CT, 062693206
- Plan Type: 403(b)
- Total Participants: 166
- Total Assets: $49.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 166 | $49.4M | $1.4M | $1.3M |
| 2023 | 169 | $42.2M | $1.3M | $1.2M |
| 2022 | 170 | $34.8M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $38,001 | $1,718 | — | — | — |
| 2023 | $28,924 | $1,163 | — | — | — |
| 2022 | $24,633 | — | — | — | — |