Plan Snapshot
- Plan Sponsor: Arc Of Southington
- Sponsor EIN: 060983817
- Sponsor Address: 201 WEST MAIN STREET, PLANTSVILLE, CT, 06479
- Plan Type: 403(b)
- Total Participants: 98
- Total Assets: $1.6M
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 | 98 | $1.6M | $187,060 | $144,243 |
| 2023 | 91 | $1.3M | $175,068 | $126,008 |
| 2022 | 117 | $915,685 | $98,392 | $108,328 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INS CO. OF NY | NONE | $9,838 | — | $9,838 |
| GUILMARTIN, DIPIRO & SOKOLOWSKI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INS CO. OF NY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,838
- Estimated Expense Ratio: 0.611% 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 | $20,241 | — | $2,220 | — | — |
| 2023 | $21,415 | $5,342 | $5,060 | — | — |
| 2022 | $9,191 | $2,053 | $7,138 | — | — |