Plan Snapshot
- Plan Sponsor: Connecticut Legal Services, INC.
- Sponsor EIN: 060955461
- Sponsor Address: 62 WASHINGTON STREET, MIDDLETOWN, CT, 06457
- Plan Type: DB
- Total Participants: 18
- Total Assets: $11.9M
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 | 18 | $11.9M | $605,343 | $0 |
| 2023 | 21 | $12.1M | $627,904 | $0 |
| 2022 | 24 | $11.2M | $436,764 | $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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $8,400 | — | $8,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,400
- Estimated Expense Ratio: 0.070% 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 | $133,214 | $15,000 | — | $8,400 | — |
| 2023 | $132,341 | $11,250 | — | $14,700 | — |
| 2022 | $146,296 | $21,250 | — | — | $47,528 |