Plan Snapshot
- Plan Sponsor: Cnc Software, LLC
- Sponsor EIN: 042835042
- Sponsor Address: 671 OLD POST ROAD, TOLLAND, CT, 06084
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $71.2M
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. |
|---|---|---|---|---|
| 2025 | 372 | $71.2M | $0 | $0 |
| 2024 | 231 | $62.2M | $550,000 | $2.8M |
| 2023 | 228 | $61.1M | $492,121 | $3.0M |
| 2022 | 222 | $53.7M | $449,873 | $2.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 |
|---|---|---|---|---|---|
| 2025 | $147,404 | $15,750 | $129,138 | — | — |
| 2024 | $172,104 | — | — | — | — |
| 2023 | $108,643 | — | — | — | — |
| 2022 | $115,421 | — | $115,421 | — | — |