# Connecticut Business & Industry Association. INC. DB Plan
Source: https://planprovider.pro/companies/connecticut-business-industry-association-inc-060439660-002

> Connecticut Business & Industry Association. INC.'s DB plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Connecticut Business & Industry Association. INC.

- **Sponsor EIN:** 060439660

- **Sponsor Address:** 350 CHURCH STREET, HARTFORD, CT, 06103

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 17

- **Total Assets:** $36.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|17|$36.6M|$0|$0|

| 2023|23|$35.8M|$0|$0|

| 2022|24|$35.1M|$0|$0|

## 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|

| USI CONSULTING GROUP|Other Service Provider|$41,200|—|$41,200|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$40,517|—|$40,517|

| SAGEVIEW ADVISORY GROUP|Investment Advisor|$22,709|—|$22,709|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $104,426

- **Estimated Expense Ratio:** 0.285% 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|$131,294|$76,560|—|—|—|

| 2023|$78,929|$78,929|—|—|—|

| 2022|$62,372|$62,372|—|—|—|

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