Plan Snapshot
- Plan Sponsor: University Of Hartford
- Sponsor EIN: 060731360
- Sponsor Address: 200 BLOOMFIELD AVENUE, WEST HARTFORD, CT, 06117
- Plan Type: 403(b)
- Total Participants: 777
- Total Assets: $457.5M
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 | 777 | $457.5M | $4.0M | $4.7M |
| 2023 | 807 | $435.1M | $4.7M | $4.9M |
| 2022 | 877 | $396.5M | $4.7M | $4.9M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $104,095 | — | $104,095 |
| USI CONSULTING GROUP | NONE | $47,431 | — | $47,431 |
| COHNREZNICK LLP | NONE | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,526
- Estimated Expense Ratio: 0.036% 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 | $165,956 | $47,526 | — | $12,000 | — |
| 2023 | $174,570 | — | — | $40,500 | — |
| 2022 | $174,417 | $30,860 | — | — | $54,000 |