Plan Snapshot
- Plan Sponsor: Gaylord Hospital, INC.
- Sponsor EIN: 060646649
- Sponsor Address: P.O. BOX 400, WALLINGFORD, CT, 06492
- Plan Type: 401(k)
- Total Participants: 711
- Total Assets: $51.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 711 | $51.0M | $881,076 | $3.2M |
| 2023 | 679 | $44.7M | $881,835 | $2.9M |
| 2022 | 669 | $35.9M | $730,055 | $2.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $138,332 | — | $138,332 |
| NORTHWESTERN MUTUAL INVEST SERVICES | BROKER | — | $22,000 | $22,000 |
| CROWE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,332
- Estimated Expense Ratio: 0.314% 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 | $138,332 | — | — | — | — |
| 2023 | $146,014 | — | — | — | — |
| 2022 | $108,375 | — | — | — | — |