# Child & Family Agency Of Southeastern Connecticut, INC. 403(b) Plan
Source: https://planprovider.pro/companies/child-family-agency-of-southeastern-connecticut-inc-403b-plan

> Child & Family Agency Of Southeastern Connecticut, INC.'s 403(b) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Child & Family Agency Of Southeastern Connecticut, INC.

- **Sponsor EIN:** 237212022

- **Sponsor Address:** PO BOX 120, NEW LONDON, CT, 06320

- **Plan Type:** 403(b)

- **Total Participants:** 229

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|229|$4.9M|$439,332|$617,664|

| 2023|233|$3.9M|$404,554|$563,709|

| 2022|211|$2.9M|$323,804|$492,232|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$41,095|—|$41,095|

| STIFEL NICOLAUS & CO INC|INVESTMENT ADVISORY|—|$9,619|$9,619|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STIFEL NICOLAUS & CO INC](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,714

- **Estimated Expense Ratio:** 1.030% of plan assets

### 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|$41,095|—|$37,050|—|—|

| 2023|$30,192|—|$30,192|—|—|

| 2022|$18,483|—|—|—|—|

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