Plan Snapshot
- Plan Sponsor: Connecticut Orthopaedic Specialists P.C.
- Sponsor EIN: 060855842
- Sponsor Address: 2408 WHITNEY AVENUE, HAMDEN, CT, 06518
- Plan Type: DC
- Total Participants: 648
- Total Assets: $115.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 648 | $115.2M | $3.6M | $3.8M |
| 2023 | 610 | $101.9M | $3.3M | $3.3M |
| 2022 | 597 | $82.6M | $3.1M | $2.9M |
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 |
|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | INVESTMENT ADVISOR | $57,770 | — | $57,770 |
| THE ANGELL PENSION GROUP, INC. | CONTRACT ADMIN | $46,677 | — | $46,677 |
| PROCYON PARTNERS LLC DBA | INVESTMENT ADVISOR | $18,750 | — | $18,750 |
| TEPLITZKY & COMPANY PC | AUDITOR | $8,500 | — | $8,500 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,697
- Estimated Expense Ratio: 0.114% 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 | $198,277 | — | — | — | — |
| 2023 | $258,755 | — | — | — | — |
| 2022 | $287,625 | — | — | — | — |