# Catalina U.S. Insurance Services 401(k) Plan
Source: https://planprovider.pro/companies/catalina-u-s-insurance-services-401k-plan

> Catalina U.S. Insurance Services's 401(k) plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Catalina U.S. Insurance Services

- **Sponsor EIN:** 472344755

- **Sponsor Address:** 242 TRUMBULL ST, HARTFORD, CT, 06103

- **Plan Type:** 401(k)

- **Total Participants:** 37

- **Total Assets:** $23.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|37|$23.5M|$263,486|$814,472|

| 2023|44|$21.1M|$260,751|$764,529|

| 2022|49|$19.5M|$273,505|$774,435|

## 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 PC|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|$31,243|—|—|—|—|

| 2023|$18,015|—|—|—|—|

| 2022|$11,626|—|—|—|—|

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