Plan Snapshot
- Plan Sponsor: Agency On Aging Of South Centr
- Sponsor EIN: 060915531
- Sponsor Address: 117 WASHINGTON AVE STE 17, NORTH HAVEN, CT, 064731708
- Plan Type: 403(b)
- Total Participants: 123
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $5.6M | $98,864 | $250,266 |
| 2023 | 120 | $4.6M | $92,696 | $212,919 |
| 2022 | 122 | $4.6M | $92,173 | $226,496 |
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 |
|---|---|---|---|---|
| GUILMARTIN, DIPIRO & SOKOLOWSKI, LL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,294 | — | — | — | — |
| 2023 | $888 | — | — | — | — |
| 2022 | $1,337 | — | — | — | — |