Plan Snapshot
- Plan Sponsor: Jerome Home
- Sponsor EIN: 060646690
- Sponsor Address: 975 CORBIN AVENUE, NEW BRITAIN, CT, 06052
- Plan Type: 403(b)
- Total Participants: 302
- Total Assets: $6.0M
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 | 302 | $6.0M | $0 | $538,870 |
| 2023 | 289 | $5.8M | $0 | $486,343 |
| 2022 | 269 | $5.5M | $0 | $492,990 |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
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 | $31,568 | — | $31,568 | — | — |
| 2023 | $20,256 | — | $20,256 | — | — |
| 2022 | $19,852 | — | $19,852 | — | — |