Plan Snapshot
- Plan Sponsor: University Of Saint Joseph
- Sponsor EIN: 060646829
- Sponsor Address: 1678 ASYLUM AVENUE, WEST HARTFORD, CT, 06117
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 948 | $136.4M | $1.3M | $2.3M |
| 2023 | 813 | $127.6M | $1.3M | $2.2M |
| 2022 | 896 | $115.8M | $1.2M | $2.2M |
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 | SERVICE PROVIDER | $197,791 | — | $197,791 |
| FIDUCIARY INVESTMENT ADVISORS, LLC | ADVISOR | $42,988 | — | $42,988 |
| THE ANGELL PENSION GROUP, INC. | TPA | $7,212 | — | $7,212 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — SERVICE PROVIDER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,991
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 | $13,186 | — | $13,186 | — | — |
| 2024 | $247,542 | — | $247,542 | — | — |
| 2023 | $195,633 | — | $195,633 | — | — |
| 2022 | $191,721 | — | $191,721 | — | — |