Plan Snapshot
- Plan Sponsor: Luvata Waterbury, INC.
- Sponsor EIN: 161611733
- Sponsor Address: 2121 THOMASTON AVENUE SUITE 1, WATERBURY, CT, 06704
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $11.8M
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 | 115 | $11.8M | $357,283 | $522,730 |
| 2023 | 121 | $11.0M | $310,934 | $483,611 |
| 2022 | 92 | $9.2M | $271,584 | $422,598 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY LTD | 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 | $25,822 | $21,605 | — | — | — |
| 2023 | $19,846 | $19,846 | — | — | — |
| 2022 | $20,637 | $18,815 | $1,822 | — | — |