Plan Snapshot
- Plan Sponsor: Community Solutions, INC.
- Sponsor EIN: 061580562
- Sponsor Address: 175 ADDISON ROAD, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 442
- Total Assets: $13.8M
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 | 442 | $13.8M | $480,529 | $1.1M |
| 2023 | 465 | $12.0M | $410,264 | $975,344 |
| 2022 | 454 | $11.1M | $461,395 | $810,993 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $80,762 | — | $80,762 |
| AMERIPRISE FINANCIAL | Investment Advisor | $20,516 | — | $20,516 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- AMERIPRISE FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,278
- Estimated Expense Ratio: 0.736% 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 | $105,361 | $25,168 | — | — | — |
| 2023 | $83,812 | $21,341 | — | — | — |
| 2022 | $97,717 | — | — | — | — |