University Of New Haven Retirement And 403(b) Savings Plan
Sponsored by University Of New Haven · EIN 060761704 · Plan #002
- Total assets
- $318M
- Net assets
- $318M
- Active participants
- 927
- With balances
- 1,853
Plan year beginning 07/01/2024 · Automatic enrollment, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Services, Inc. | Consulting (general), Direct payment from the plan | $37,500 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $22,797 |
| Cohenreznick Llp | Accounting, Direct payment from the plan | $22,575 |
| Fid Invest Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $15,662 |