Yale New Haven Hospital And Tax Exempt Affiliates Tax Sheltered Annuity Plan
Sponsored by Yale New Haven Hospital, Inc. · EIN 060646652 · Plan #003 · New Haven, CT
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 22,243
- With balances
- 27,111
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners | Consulting (general) | $48,225 |
| Baker Tilly Us, Llp | Accounting | $17,300 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$2,208,294 |