Plan Snapshot
- Plan Sponsor: Connecticut Community Care, INC.
- Sponsor EIN: 061024632
- Sponsor Address: 43 ENTERPRISE DRIVE, BRISTOL, CT, 06010
- Plan Type: DC
- Plan Number: 002
- Total Participants: 309
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 309 | $22.2M | $464,016 | $812,185 |
| 2023 | 298 | $21.1M | $294,335 | $771,613 |
| 2022 | 286 | $20.9M | $154,765 | $743,938 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $86,355 | — | $86,355 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | — | $36,104 | $36,104 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,459
- Estimated Expense Ratio: 0.551% 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 | $86,355 | — | — | — | — |
| 2023 | $82,353 | — | — | — | — |
| 2022 | $82,743 | $78,342 | $4,401 | — | — |