Plan Snapshot
- Plan Sponsor: Family Care Visiting Nurse & H
- Sponsor EIN: 061409542
- Sponsor Address: 999 ORONOQUE LN, STRATFORD, CT, 066141379
- Plan Type: DC
- Total Participants: 233
- Total Assets: $4.2M
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 | 233 | $4.2M | $0 | $437,791 |
| 2023 | 373 | $3.5M | $0 | $414,556 |
| 2022 | 372 | $2.7M | $0 | $387,079 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $42,727 | — | $42,727 |
| MORRISSEY WEALTH MANAGEMENT | ADVISOR | $11,360 | — | $11,360 |
| ACCAVALLO & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- MORRISSEY WEALTH MANAGEMENT — ADVISOR
- ACCAVALLO & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,087
- Estimated Expense Ratio: 1.276% 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 | $59,687 | $11,360 | $42,467 | — | — |
| 2023 | $56,171 | $8,469 | $19,342 | $27,500 | — |
| 2022 | $51,944 | $7,962 | $43,982 | — | — |