Plan Snapshot
- Plan Sponsor: Collins Medical Associates 2, P.C.
- Sponsor EIN: 061432373
- Sponsor Address: 95 WOODLAND ST., HARTFORD, CT, 06105
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $32.0M
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 | 140 | $32.0M | $943,175 | $1.0M |
| 2023 | 122 | $32.0M | $978,275 | $1.1M |
| 2022 | 125 | $28.7M | $763,956 | $1.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $71,233 | — | $71,233 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,233
- Estimated Expense Ratio: 0.223% 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 | $9,611 | — | — | — | — |
| 2023 | $6,436 | — | — | — | — |
| 2022 | $3,966 | — | — | — | — |