# Yale University 403(b) Plan
Source: https://planprovider.pro/companies/yale-university-403b-plan-005

> Yale University's 403(b) plan: 6,135 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:** 6,135

- **Total Assets:** $602.0M

## 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|6,135|$602.0M|$8.2M|$23.3M|

| 2023|6,102|$538.8M|$7.9M|$22.8M|

| 2022|6,043|$461.9M|$7.8M|$24.2M|

## 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|NONE|$227,282|—|$227,282|

| AON INVESTMENTS USA INC|NONE|$64,931|—|$64,931|

| GRANT THORNTON, LLP|NONE|$24,675|—|$24,675|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $316,888

- **Estimated Expense Ratio:** 0.053% 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|$327,161|$71,573|$5,122|$24,675|—|

| 2023|$339,096|$57,375|$2,147|$22,575|—|

| 2022|$345,287|$57,775|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yale-university-403b-plan-005)

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