Plan Snapshot
- Plan Sponsor: Generations Family Health Center, INC.
- Sponsor EIN: 223158253
- Sponsor Address: 40 MANSFIELD AVENUE, WILLIMANTIC, CT, 06226
- Plan Type: 403(b)
- Total Participants: 180
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 180 | $13.4M | $425,388 | $883,770 |
| 2023 | 191 | $11.4M | $414,604 | $924,835 |
| 2022 | 204 | $12.3M | $386,888 | $820,161 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $82,895 | — | $82,895 |
| MML INVESTORES SERVICES INC | Investment Advisor | — | $17,496 | $17,496 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORES SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,391
- Estimated Expense Ratio: 0.750% 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 | $82,895 | — | — | — | — |
| 2023 | $96,103 | — | — | — | — |
| 2022 | $112,197 | $82,426 | $29,771 | — | — |