# The University Of Vermont Health Network 403b) Retirement Savings Plan 403(b) Plan
Source: https://planprovider.pro/companies/the-university-of-vermont-medical-center-403b-plan

> The University Of Vermont Health Network 403b) Retirement Savings Plan's 403(b) plan: 13,241 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The University Of Vermont Health Network 403b) Retirement Savings Plan

- **Sponsor EIN:** 030219309

- **Sponsor Address:** 111 COLCHESTER AVE, BURLINGTON, VT, 054011473

- **Plan Type:** 403(b)

- **Total Participants:** 13,241

- **Total Assets:** $2.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|13,241|$2.2B|$68.0M|$90.2M|

| 2023|12,486|$2.0B|$61.0M|$80.2M|

| 2022|11,162|$1.6B|$52.3M|$61.1M|

## 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|

| FID INV INST OPS CO|NONE|$1,201,647|—|$1,201,647|

| STRATEGIC ADVISERS|INVESTMENT ADVISORY|$367,879|—|$367,879|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISORY|$93,176|—|$93,176|

| MCSOLEY MCCOY & CO|AUDITOR / INV ADV|$35,000|—|$35,000|

| VARIABLE ANNUITY LIFE INSURANCE|OTHER|$23,916|—|$23,916|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — NONE

- [STRATEGIC ADVISERS](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [VARIABLE ANNUITY LIFE INSURANCE](https://planprovider.pro/provider/corebridge-financial) — OTHER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,721,618

- **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|$1,715,154|$839,802|—|$35,000|—|

| 2023|$1,821,269|$800,484|—|$43,000|—|

| 2022|$1,609,165|$239,011|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-university-of-vermont-medical-center-403b-plan)

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