# Connecticut Legal Services, INC. DB Plan
Source: https://planprovider.pro/companies/connecticut-legal-services-inc-plan

> Connecticut Legal Services, INC.'s DB plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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