Plan Snapshot
- Plan Sponsor: Family & Children'S Aid, INC.
- Sponsor EIN: 060888719
- Sponsor Address: 80 WEST STREET, DANBURY, CT, 06810
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 198
- Total Assets: $16.5M
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 | 198 | $16.5M | $296,591 | $699,668 |
| 2023 | 158 | $14.4M | $291,428 | $624,096 |
| 2022 | 156 | $12.4M | $285,230 | $602,298 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN 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 | $3,171 | $790 | — | — | — |
| 2023 | $1,350 | — | — | — | — |
| 2022 | $200 | — | — | — | — |