Plan Snapshot
- Plan Sponsor: Community Options, INC.
- Sponsor EIN: 061300693
- Sponsor Address: 562 WATERTOWN AVENUE SUITE 3, WATERBURY, CT, 06708
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $7.8M
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 | 194 | $7.8M | $856,473 | $207,242 |
| 2023 | 165 | $6.6M | $974,197 | $171,224 |
| 2022 | 131 | $6.0M | $494,309 | $166,523 |
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 |
|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | Recordkeeper | $26,411 | — | $26,411 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RETIREMENT PLAN COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,411
- Estimated Expense Ratio: 0.336% 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 | $26,611 | — | $11,097 | — | — |
| 2023 | $8,726 | — | $6,435 | — | — |
| 2022 | $2,197 | — | — | — | $2,197 |