# University Of Hartford 403(b) Plan
Source: https://planprovider.pro/companies/university-of-hartford-403b-plan

> University Of Hartford's 403(b) plan: 777 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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