# Cross Sound Ferry &amp; Companies 401(k) Plan
Source: https://planprovider.pro/companies/cross-sound-ferry-companies-plan

> Cross Sound Ferry &amp; Companies&#39;s 401(k) plan: 278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cross Sound Ferry & Companies

- **Sponsor EIN:** 060918288

- **Sponsor Address:** 2 FERRY STREET, NEW LONDON, CT, 06320

- **Plan Type:** 401(k)

- **Total Participants:** 278

- **Total Assets:** $40.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|278|$40.3M|$964,849|$1.3M|

| 2023|268|$36.9M|$1.0M|$1.2M|

| 2022|273|$31.8M|$963,536|$1.0M|

## 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 P.C.|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|$68,020|$42,627|$25,393|—|—|

| 2023|$67,819|$34,600|$33,219|—|—|

| 2022|$72,949|$39,125|$33,824|—|—|

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