Plan Snapshot
- Plan Sponsor: Connoisseur Media, LLC
- Sponsor EIN: 383706713
- Sponsor Address: 180 POST ROAD EAST, WESTPORT, CT, 06880
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 247 | $10.7M | $55,853 | $761,886 |
| 2023 | 210 | $10.4M | $66,402 | $847,473 |
| 2022 | 217 | $8.6M | $69,167 | $729,098 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | 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 | $28,529 | $26,841 | — | — | — |
| 2023 | $27,488 | $16,141 | — | — | — |
| 2022 | $21,580 | — | — | — | — |