# Carmody Torrance Sandak & Hennessey LLP DC Plan
Source: https://planprovider.pro/companies/carmody-torrance-sandak-hennessey-llp-plan

> Carmody Torrance Sandak & Hennessey LLP's DC plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carmody Torrance Sandak & Hennessey LLP

- **Sponsor EIN:** 060691344

- **Sponsor Address:** 50 LEAVENWORTH STREET, WATERBURY, CT, 067211110

- **Plan Type:** DC

- **Total Participants:** 137

- **Total Assets:** $108.5M

## 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|137|$108.5M|$1.9M|$1.8M|

| 2023|133|$100.5M|$1.6M|$1.6M|

| 2022|118|$88.6M|$1.6M|$1.4M|

## 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|

| WHITTLESEY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WHITTLESEY, P.C.](https://planprovider.pro/provider/whittlesey-pc) — 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|$2,397|—|$2,397|—|—|

| 2023|—|—|—|—|—|

| 2022|$380|—|$380|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carmody-torrance-sandak-hennessey-llp-plan)

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