Plan Snapshot
- Plan Sponsor: Dattco, INC.
- Sponsor EIN: 060813381
- Sponsor Address: 583 SOUTH STREET, NEW BRITAIN, CT, 06051
- Plan Type: 401(k)
- Total Participants: 1,645
- Total Assets: $27.6M
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 | 1,645 | $27.6M | $697,251 | $3.5M |
| 2023 | 1,668 | $24.6M | $551,512 | $2.9M |
| 2022 | 1,536 | $22.9M | $452,186 | $2.6M |
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 |
|---|---|---|---|---|
| GUILMARTIN, DIPIRO & SOKOLOWSKI LLC | 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 | $154,541 | — | $154,541 | — | — |
| 2023 | $138,872 | — | $138,872 | — | — |
| 2022 | $144,163 | — | $144,163 | — | — |