Plan Snapshot
- Plan Sponsor: Foley Holdings, LLC
- Sponsor EIN: 800873377
- Sponsor Address: 140 HUYSHOPE AVE. FLOOR 2, HARTFORD, CT, 06106
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 234 | $13.5M | $555,008 | $1.3M |
| 2023 | 234 | $11.7M | $474,105 | $1.2M |
| 2022 | 237 | $8.7M | $485,148 | $1.1M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $127,163 | $19,347 | $107,166 | — | — |
| 2023 | $103,653 | $18,105 | $83,443 | — | — |
| 2022 | $103,000 | — | — | — | — |