Plan Snapshot
- Plan Sponsor: Jennings Road Management Corp.
- Sponsor EIN: 061169004
- Sponsor Address: 47 EASTERN BOULEVARD, GLASTONBURY, CT, 06033
- Plan Type: 401(k)
- Total Participants: 2,264
- Total Assets: $149.5M
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 | 2,264 | $149.5M | $2.1M | $8.9M |
| 2023 | 2,115 | $134.8M | $2.0M | $8.6M |
| 2022 | 2,020 | $112.2M | $2.1M | $8.6M |
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 O | RECORDKEEPER | $224,512 | — | $224,512 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $55,000 | — | $55,000 |
| PENSION CONSULTANTS INC | CONTRACT ADMIN | $45,000 | — | $45,000 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS INC — CONTRACT ADMIN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $324,512
- Estimated Expense Ratio: 0.217% 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 | $282,421 | $55,000 | $2,909 | — | — |
| 2023 | $320,075 | $66,250 | $253,825 | — | — |
| 2022 | $322,132 | $55,000 | $262,572 | — | — |