Plan Snapshot
- Plan Sponsor: Corporate Professional Business Services INC.
- Sponsor EIN: 061467717
- Sponsor Address: 20 YORK STREET, NEW HAVEN, CT, 065040000
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $35.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $35.9M | $166,438 | $385,102 |
| 2023 | 91 | $32.9M | $204,333 | $433,122 |
| 2022 | 105 | $27.9M | $212,607 | $502,313 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $15,800 | — | $15,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,800
- Estimated Expense Ratio: 0.044% 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 | $19,992 | — | — | $15,800 | — |
| 2023 | $41,738 | — | — | $15,684 | — |
| 2022 | $28,560 | — | — | — | — |