Plan Snapshot
- Plan Sponsor: Community Housing Advocates, INC.
- Sponsor EIN: 061090211
- Sponsor Address: 221 MAIN STREET, 4TH FLR., HARTFORD, CT, 061061890
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $2.3M
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 | 122 | $2.3M | $142,177 | $301,312 |
| 2023 | 115 | $2.2M | $114,648 | $249,664 |
| 2022 | 118 | $1.8M | $95,185 | $219,233 |
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 |
|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | 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 | $22,502 | — | $22,502 | — | — |
| 2023 | $1,161 | — | — | — | — |
| 2022 | $734 | — | — | — | — |