Plan Snapshot
- Plan Sponsor: Connecticut Heating & Cooling Contractors Association, INC.
- Sponsor EIN: 237323973
- Sponsor Address: 2842 MAIN STREET, GLASTONBURY, CT, 06033
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $14.8M
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 | 278 | $14.8M | $1.4M | $963,478 |
| 2023 | 227 | $11.2M | $580,846 | $625,864 |
| 2022 | 177 | $8.5M | $294,553 | $452,287 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,000
- Estimated Expense Ratio: 0.088% 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 | $95,969 | $14,516 | $63,027 | $13,000 | — |
| 2023 | $77,782 | $19,010 | $42,601 | $6,500 | — |
| 2022 | $44,523 | $11,168 | $33,355 | — | — |