# Yale-New Haven Hospital, INC. 401(k) Plan
Source: https://planprovider.pro/companies/yale-new-haven-hospital-inc-401k-plan

> Yale-New Haven Hospital, INC.'s 401(k) plan: 22,243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yale-New Haven Hospital, INC.

- **Sponsor EIN:** 060646652

- **Sponsor Address:** 20 YORK STREET, NEW HAVEN, CT, 065040000

- **Plan Type:** 401(k)

- **Total Participants:** 22,243

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|22,243|$1.1B|$83.0M|$0|

| 2023|22,447|$911.6M|$78.3M|$0|

| 2022|22,121|$742.8M|$74.0M|$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|

| TOWERS WATSON DELAWARE INC|CONSULTANT|$398,657|—|$398,657|

| WILLIS TOWERS WATSON US LLC|CONSULTANT|$37,976|—|$37,976|

| CAPFINANCIAL PARTNERS, LLC|CONSULTANT|$30,146|—|$30,146|

| BAKER TILLY US, LLP|AUDITOR|$17,300|—|$17,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TOWERS WATSON DELAWARE INC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $484,079

- **Estimated Expense Ratio:** 0.045% 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|$499,564|$55,226|—|$17,300|—|

| 2023|$219,890|$40,114|—|$19,768|—|

| 2022|$210,862|—|—|—|—|

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