Plan Snapshot
- Plan Sponsor: University Of New Haven
- Sponsor EIN: 060761704
- Sponsor Address: 300 BOSTON POST ROAD, WEST HAVEN, CT, 06516
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 927
- Total Assets: $317.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 927 | $317.9M | $6.9M | $7.6M |
| 2023 | 879 | $292.5M | $6.4M | $7.0M |
| 2022 | 899 | $260.1M | $5.8M | $6.5M |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | Other Service Provider | $37,500 | — | $37,500 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $22,797 | — | $22,797 |
| COHENREZNICK LLP | Auditor | $22,575 | — | $22,575 |
| FID INVEST INST OPS CO | Recordkeeper | $15,662 | — | $15,662 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FID INVEST INST OPS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,534
- Estimated Expense Ratio: 0.031% 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 | $98,534 | $22,797 | $1,200 | $22,575 | — |
| 2023 | $165,309 | $18,184 | — | — | — |
| 2022 | $33,787 | — | — | — | — |