Plan Snapshot
- Plan Sponsor: Connecticut Renaissance INC Veba Trust
- Sponsor EIN: 204618170
- Sponsor Address: 1 WATERVIEW DRIVE SUITE 202, SHELTON, CT, 06484
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 161
- Total Assets: $600,231
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 | 161 | $600,231 | $1.2M | $264,291 |
| 2023 | 110 | $572,819 | $973,246 | $229,345 |
| 2022 | 93 | $597,555 | $1.2M | $1,305 |
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 , P.C. | Auditor | $8,590 | — | $8,590 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,590
- Estimated Expense Ratio: 1.431% 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 | $90,599 | — | $2,613 | $8,590 | — |
| 2023 | $69,213 | — | $1,826 | $7,090 | — |
| 2022 | $67,865 | — | $1,450 | — | — |