# Connecticut Renaissance, INC. 403(b) Plan
Source: https://planprovider.pro/companies/connecticut-renaissance-inc-403b-plan

> Connecticut Renaissance, INC.'s 403(b) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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