Plan Snapshot
- Plan Sponsor: Fiondella, Milone & Lasaracina LLP
- Sponsor EIN: 061648707
- Sponsor Address: 300 WINDING BROOK DR., GLASTONBURY, CT, 06033
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $19.4M
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 | 106 | $19.4M | $521,645 | $1.3M |
| 2023 | 108 | $16.0M | $454,949 | $1.1M |
| 2022 | 95 | $12.2M | $388,154 | $931,865 |
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 |
|---|---|---|---|---|
| DELUZIO & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELUZIO & COMPANY, LLP — Auditor
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 | $12,485 | $5,000 | — | — | — |
| 2023 | $324,065 | — | $1,006 | — | — |
| 2022 | $264,118 | — | $606 | — | — |