Plan Snapshot
- Plan Sponsor: Allied Community Services, INC.
- Sponsor EIN: 061538355
- Sponsor Address: 3 PEARSON WAY, ENFIELD, CT, 06082
- Plan Type: 403(b)
- Total Participants: 212
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 212 | $4.7M | $75,619 | $321,698 |
| 2023 | 230 | $5.6M | $96,274 | $405,226 |
| 2022 | 227 | $4.6M | $39,196 | $363,022 |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | NONE | $27,780 | — | $27,780 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $10,343 | — | $10,343 |
| GUILMARTIN, DIPIRO & SOKOLOWSKI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,123
- Estimated Expense Ratio: 0.808% 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 | $38,123 | $27,780 | $1,650 | — | — |
| 2023 | $42,595 | $31,781 | $750 | — | — |
| 2022 | $37,428 | $27,558 | $9,870 | — | — |