Plan Snapshot
- Plan Sponsor: Connecticut Renaissance, INC.
- Sponsor EIN: 060854288
- Sponsor Address: 1 WATERVIEW DR. STE 202, SHELTON, CT, 06484
- Plan Type: 403(b)
- Total Participants: 220
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 220 | $6.8M | $269,593 | $374,001 |
| 2023 | 190 | $5.9M | $211,904 | $277,806 |
| 2022 | 213 | $4.9M | $0 | $173,803 |
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 |
|---|---|---|---|---|
| BUDWITZ & MEYERJACK | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $44,379 | $44,379 | — | — | — |
| 2023 | $1,163 | $1,163 | — | — | — |
| 2022 | $1,249 | $1,249 | — | — | — |