# Day Kimball Hospital DC Plan
Source: https://planprovider.pro/companies/day-kimball-hospital-plan

> Day Kimball Hospital's DC plan: 1,095 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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