Plan Snapshot
- Plan Sponsor: Carabetta Management Company
- Sponsor EIN: 061098566
- Sponsor Address: 200 PRATT ST, MERIDEN, CT, 06450
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 408 | $21.0M | $645,007 | $915,451 |
| 2023 | 345 | $20.1M | $611,234 | $854,556 |
| 2022 | 342 | $17.4M | $590,243 | $749,487 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $57,443 | $45,353 | — | — | — |
| 2023 | $42,774 | $41,117 | — | — | — |
| 2022 | $47,429 | — | — | — | — |