# Connecticut Orthopaedic Specialists P.C. DC Plan
Source: https://planprovider.pro/companies/connecticut-orthopaedic-specialists-p-c-plan-002

> Connecticut Orthopaedic Specialists P.C.'s DC plan: 648 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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