# University Of Saint Joseph 403(b) Plan
Source: https://planprovider.pro/companies/university-of-saint-joseph-403b-plan

> University Of Saint Joseph's 403(b) plan: 0 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — SERVICE PROVIDER

- [RSM US LLP](https://planprovider.pro/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-saint-joseph-403b-plan)

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