Plan Snapshot
- Plan Sponsor: Comprecare Health LLC
- Sponsor EIN: 823920018
- Sponsor Address: PO BOX 1595, MIDDLETOWN, CT, 064578095
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $5.3M
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 | 144 | $5.3M | $127,333 | $810,914 |
| 2023 | 162 | $4.8M | $149,602 | $936,803 |
| 2022 | 219 | $3.2M | $148,943 | $923,884 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $20,822 | — | $20,822 |
| MERRILL LYNCH, PIERCE, FENNER | INVESTMENT ADVISORY PLAN | $15,171 | — | $15,171 |
| GRANT, MILLMAN & JOHNSON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- GRANT, MILLMAN & JOHNSON, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,993
- Estimated Expense Ratio: 0.677% 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 | $37,371 | $15,171 | $21,240 | — | — |
| 2023 | $50,894 | $10,801 | $3,883 | $35,250 | — |
| 2022 | $18,743 | $9,710 | $9,033 | — | — |