Plan Snapshot
- Plan Sponsor: Cpc, LLC
- Sponsor EIN: 263764473
- Sponsor Address: 5 FRANCIS J CLARKE CIR, BETHEL, CT, 068012845
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $6.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 355 | $6.0M | $58,295 | $480,974 |
| 2023 | 311 | $4.9M | $50,333 | $424,941 |
| 2022 | 248 | $4.2M | $44,727 | $376,834 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY A | RECORDKEEPER | $23,159 | — | $23,159 |
| PASI, LLC | CONTRACT ADMIN | $850 | $4,961 | $5,811 |
| 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: $28,970
- Estimated Expense Ratio: 0.487% 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 | $24,009 | — | $24,009 | — | — |
| 2023 | $34,361 | — | $595 | $14,300 | — |
| 2022 | $35,792 | — | $22,192 | — | $13,600 |