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)
- 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. |
|---|---|---|---|---|
| 2025 | 927 | $317.9M | $0 | $0 |
| 2024 | 879 | $292.5M | $0 | $0 |
| 2023 | 899 | $260.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $22,575 | — | $22,575 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,575
- Estimated Expense Ratio: 0.007% 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 |
|---|---|---|---|---|---|
| 2025 | $98,534 | $22,797 | $1,200 | $22,575 | — |
| 2024 | $165,309 | $18,184 | — | — | — |
| 2023 | $33,787 | — | — | — | — |