Plan Snapshot
- Plan Sponsor: Assisted Living Services, INC.
- Sponsor EIN: 061469250
- Sponsor Address: 290 HIGHLAND AVE., 1ST FLOOR, CHESHIRE, CT, 06410
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $5.6M | $185,476 | $312,885 |
| 2023 | 267 | $4.6M | $163,934 | $284,592 |
| 2022 | 282 | $3.8M | $149,235 | $271,053 |
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 |
|---|---|---|---|---|
| VISCONTI & ASSOCIATES, PC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VISCONTI & ASSOCIATES, PC — Independent Auditor
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 | — | — | — | — | — |
| 2023 | $18,633 | — | — | — | — |
| 2022 | $16,589 | — | $16,589 | — | — |