Plan Snapshot
- Plan Sponsor: Ss&C Gids, INC.
- Sponsor EIN: 431581814
- Sponsor Address: 80 LAMBERTON ROAD, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Total Participants: 2,581
- Total Assets: $1.1B
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 | 2,581 | $1.1B | $0 | $0 |
| 2023 | 2,743 | $1.0B | $0 | $0 |
| 2022 | 3,027 | $986.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | INVESTMENT ADVISOR | $75,000 | — | $75,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $52,408 | — | $52,408 |
| CBIZ CPAS P.C. | ACCOUNTANT/AUDITOR | $21,840 | — | $21,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,248
- Estimated Expense Ratio: 0.014% 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 | $149,248 | $75,000 | $1,500 | $21,840 | — |
| 2023 | $187,442 | — | $600 | $25,512 | — |
| 2022 | $325,388 | — | — | — | — |