# Yale University 403(b) Plan
Source: https://planprovider.pro/companies/yale-university-403b-plan-001

> Yale University's 403(b) plan: 13,709 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Yale University

- **Sponsor EIN:** 060646973

- **Sponsor Address:** PO BOX 208372, NEW HAVEN, CT, 06520

- **Plan Type:** 403(b)

- **Total Participants:** 13,709

- **Total Assets:** $8.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|13,709|$8.3B|$183.1M|$167.8M|

| 2023|13,006|$7.4B|$166.9M|$155.2M|

| 2022|11,507|$6.4B|$147.9M|$136.6M|

## 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|NONE|$763,583|—|$763,583|

| AON INVESTMENTS USA INC|NONE|$716,932|—|$716,932|

| KREITLER FINANCIAL, LLC|NONE|$476,149|—|$476,149|

| ASSETMARK,INC.|NONE|$93,464|—|$93,464|

| TIDEWATER WEALTH MANAGEMENT|NONE|$58,230|—|$58,230|

| FLEXIBLE PLAN INVESTMENTS, LTD.|NONE|$48,197|—|$48,197|

| GRANT THORNTON, LLP|NONE|$29,675|—|$29,675|

| COMMONWEALTH FINANCIAL NETWORK(H/O)|NONE|$27,276|—|$27,276|

### 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) — NONE

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

- [COMMONWEALTH FINANCIAL NETWORK(H/O)](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,213,506

- **Estimated Expense Ratio:** 0.027% 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|$2,262,486|$1,426,239|$52,187|$29,675|—|

| 2023|$1,934,426|$1,080,353|$6,204|$22,575|—|

| 2022|$1,773,992|$996,751|—|—|$10,857|

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