Plan Snapshot
- Plan Sponsor: Fairfield County Healthcare Associates, P.C.
- Sponsor EIN: 061452971
- Sponsor Address: 100 BEARD SAWMILL RD, SHELTON, CT, 06484
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $30.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 107 | $30.9M | $764,092 | $646,515 |
| 2023 | 109 | $35.3M | $731,068 | $664,178 |
| 2022 | 104 | $30.1M | $642,333 | $570,300 |
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 | $45,894 | — | — | — | — |
| 2023 | $57,475 | — | $5,534 | — | — |
| 2022 | $53,979 | — | $53,979 | — | — |