Plan Snapshot
- Plan Sponsor: Elderly Housing Management, INC.
- Sponsor EIN: 066049011
- Sponsor Address: 127 WASHINGTON AVE, 5TH FLOOR EAST, NORTH HAVEN, CT, 06473
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 171 | $18.6M | $441,923 | $480,195 |
| 2023 | 346 | $19.2M | $644,945 | $617,795 |
| 2022 | 348 | $17.3M | $668,577 | $637,989 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $58,770 | $16,215 | — | — | — |
| 2023 | $47,246 | $447 | — | — | — |
| 2022 | $52,131 | $37,274 | $14,857 | — | — |