Plan Snapshot
- Plan Sponsor: Cg Business Mangement, LLC
- Sponsor EIN: 010757357
- Sponsor Address: 382 SOUTH MAIN ST, CHESHIRE, CT, 06410
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 148 | $3.4M | $135,093 | $577,032 |
| 2023 | 157 | $2.5M | $132,866 | $517,481 |
| 2022 | 139 | $1.6M | $0 | $437,309 |
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 |
|---|---|---|---|---|
| SIMIONE MACCA AND LARROW | 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 | $14,498 | $11,212 | — | — | — |
| 2023 | $11,390 | $9,464 | — | — | — |
| 2022 | $8,812 | — | — | — | — |