# Yale University 403(b) Plan
Source: https://planprovider.pro/companies/yale-university-403b-plan-004

> Yale University's 403(b) plan: 20,372 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:** 20,372

- **Total Assets:** $873.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|20,372|$873.9M|$0|$6.4M|

| 2023|20,395|$840.1M|$0|$6.1M|

| 2022|19,451|$785.4M|$61,068|$7.3M|

## 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|$91,762|—|$91,762|

| KREITLER FINANCIAL, LLC|NONE|$91,740|—|$91,740|

| TIDEWATER WEALTH MANAGEMENT|NONE|$58,384|—|$58,384|

| AON INVESTMENTS USA INC|NONE|$51,688|—|$51,688|

| ASSETMARK,INC.|NONE|$5,575|—|$5,575|

| GRANT THORNTON, 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) — NONE

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $299,149

- **Estimated Expense Ratio:** 0.034% 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|$301,297|$207,934|—|—|—|

| 2023|$262,726|$159,229|—|—|—|

| 2022|$246,003|$142,667|—|—|—|

## Similar Plans

- [Yale University](https://planprovider.pro/companies/yale-university-403b-plan-001) — 13,709 participants

- [Yale University](https://planprovider.pro/companies/yale-university-403b-plan-005) — 6,135 participants

- [Sacred Heart University Incorporated](https://planprovider.pro/companies/sacred-heart-university-incorporated-403b-plan) — 4,574 participants

- [Wesleyan University](https://planprovider.pro/companies/wesleyan-university-403b-plan) — 1,866 participants

- [Quinnipiac University](https://planprovider.pro/companies/quinnipiac-university-403b-plan-001) — 1,281 participants

- [Connecticut Association Of Independent Schools, INC](https://planprovider.pro/companies/connecticut-association-of-independent-schools-inc-403b-plan-333) — 1,195 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yale-university-403b-plan-004)

© 2026 PlanProvider.Pro