Plan Snapshot
- Plan Sponsor: Community Living Connections, INC.
- Sponsor EIN: 201175640
- Sponsor Address: 6515 WATTS ROAD, MADISON, WI, 53719
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $4.9M
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 | 155 | $4.9M | $144,143 | $272,371 |
| 2023 | 168 | $4.7M | $142,114 | $267,255 |
| 2022 | 164 | $4.0M | $119,276 | $231,977 |
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 |
|---|---|---|---|---|
| WEGNER CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPA'S — 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 |
|---|---|---|---|---|---|
| 2024 | $23,519 | $15,474 | $8,045 | — | — |
| 2023 | $20,660 | $18,347 | — | — | — |
| 2022 | $14,647 | $13,054 | $1,593 | — | — |