Plan Snapshot
- Plan Sponsor: Connecticut Coining, INC.
- Sponsor EIN: 060777080
- Sponsor Address: 10 TROWBRIDGE DR., BETHEL, CT, 06801
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 141 | $9.5M | $329,222 | $663,758 |
| 2023 | 146 | $8.9M | $313,573 | $641,904 |
| 2022 | 155 | $7.7M | $248,028 | $495,120 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO, LLP | Auditor | — | — | $0 |
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 | $39,011 | — | $39,011 | — | — |
| 2023 | $36,480 | $2,386 | $34,094 | — | — |
| 2022 | $29,102 | $5,482 | $23,620 | — | — |