Plan Snapshot
- Plan Sponsor: Klingberg Comprehensive Program Services, INC.
- Sponsor EIN: 060688316
- Sponsor Address: 370 LINWOOD STREET, NEW BRITAIN, CT, 060521949
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $15.4M
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 | 281 | $15.4M | $346,182 | $606,434 |
| 2023 | 272 | $13.5M | $322,351 | $570,421 |
| 2022 | 383 | $11.6M | $279,860 | $579,854 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | NONE | $64,124 | — | $64,124 |
| USI ADVISORS, INC. | NONE | $21,860 | — | $21,860 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,984
- Estimated Expense Ratio: 0.558% 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 | $93,664 | — | — | — | — |
| 2023 | $85,645 | — | — | — | — |
| 2022 | $90,519 | — | — | — | — |