Plan Snapshot
- Plan Sponsor: Community Health Network Of Connecticut, INC.
- Sponsor EIN: 061429341
- Sponsor Address: 11 FAIRFIELD BOULEVARD, WALLINGFORD, CT, 06492
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $48.7M
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 | 380 | $48.7M | $1.3M | $3.1M |
| 2023 | 431 | $44.0M | $1.2M | $2.9M |
| 2022 | 409 | $37.8M | $1.2M | $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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | Investment Advisor | — | $50,401 | $50,401 |
| FREEMAN RETIREMENT PLAN CONSULTING | Recordkeeper | — | $22,198 | $22,198 |
| COHNREZNICK | Other Service Provider | $19,294 | — | $19,294 |
| VOYA RETIREMENT ADVISORS | Investment Advisor | $19,196 | — | $19,196 |
| VOYA RETIREMENT INS AND ANNUITY CO | Other Service Provider | $16,674 | — | $16,674 |
| MORNINGSTAR | Investment Advisor | — | $6,822 | $6,822 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — Investment Advisor
- MORNINGSTAR — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,585
- Estimated Expense Ratio: 0.277% 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 | $55,164 | $19,196 | $16,674 | $19,294 | — |
| 2023 | $43,836 | — | $11,272 | $14,189 | — |
| 2022 | $43,884 | — | $43,884 | — | — |