# University Of New Haven 403(b) Plan
Source: https://planprovider.pro/companies/university-of-new-haven-060761704-002

> University Of New Haven's 403(b) plan: 927 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 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.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [FID INVEST INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

## Similar Plans

- [Yale University](https://planprovider.pro/companies/yale-university-403b-plan-004) — 20,372 participants

- [Yale University](https://planprovider.pro/companies/yale-university-060646973-525) — 19,309 participants

- [Yale University](https://planprovider.pro/companies/yale-university-403b-plan-001) — 13,709 participants

- [Yale University](https://planprovider.pro/companies/yale-university-plan-002) — 7,789 participants

- [Yale University](https://planprovider.pro/companies/yale-university-403b-plan-005) — 6,135 participants

- [Sacred Heart University Incorporated](https://planprovider.pro/companies/sacred-heart-university-incorporated-403b-plan) — 4,574 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-new-haven-060761704-002)

© 2026 PlanProvider.Pro