Plan Snapshot
- Plan Sponsor: Day Kimball Hospital
- Sponsor EIN: 060646599
- Sponsor Address: 320 POMFRET STREET, PUTNAM, CT, 062601869
- Plan Type: DC
- Total Participants: 1,095
- Total Assets: $61.7M
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 | 1,095 | $61.7M | $935,125 | $3.0M |
| 2023 | 1,043 | $56.4M | $836,530 | $2.6M |
| 2022 | 1,087 | $48.3M | $840,755 | $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 |
|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | NONE | $158,764 | — | $158,764 |
| USI ADVISORS, INC. | NONE | $71,208 | — | $71,208 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,972
- Estimated Expense Ratio: 0.373% 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 | $229,972 | $71,208 | — | — | — |
| 2023 | $204,790 | — | — | — | — |
| 2022 | $213,168 | — | — | — | — |