Plan Snapshot
- Plan Sponsor: Consulting Engineering Services, INC.
- Sponsor EIN: 061406235
- Sponsor Address: 811 MIDDLE STREET, MIDDLETOWN, CT, 06457
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 170 | $28.0M | $728,979 | $1.9M |
| 2023 | 164 | $23.0M | $662,465 | $1.6M |
| 2022 | 145 | $17.6M | $447,873 | $1.3M |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY | INVESTMENT ADVISOR | $16,513 | — | $16,513 |
| MAHONEY SABOL & CO | Auditor | $13,836 | — | $13,836 |
| MAHONEY SABOL & COMPANY LLC | OTHER | $13,835 | — | $13,835 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,184
- Estimated Expense Ratio: 0.158% 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 | $32,241 | — | $18,405 | $13,836 | — |
| 2023 | $17,383 | — | $17,383 | — | — |
| 2022 | $16,804 | — | $16,804 | — | — |