Plan Snapshot
- Plan Sponsor: Continuum Of Care INC
- Sponsor EIN: 060836524
- Sponsor Address: 109 LEGION AVE, NEW HAVEN, CT, 065195506
- Plan Type: 401(k)
- Total Participants: 848
- Total Assets: $18.0M
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 | 848 | $18.0M | $2.1M | $1.8M |
| 2023 | 815 | $14.4M | $769,293 | $1.5M |
| 2022 | 787 | $11.3M | $691,236 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $91,070 | $37,747 | $52,463 | — | — |
| 2023 | $64,559 | $29,458 | $34,241 | — | — |
| 2022 | $78,091 | $31,263 | $46,828 | — | — |