Plan Snapshot
- Plan Sponsor: Milestones Behavioral Services, INC., Dba Connecticut Center For Ch
- Sponsor EIN: 061430015
- Sponsor Address: 95 WOLF HARBOR ROAD, MILFORD, CT, 06461
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $7.6M
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 | 152 | $7.6M | $293,943 | $494,726 |
| 2023 | 148 | $6.2M | $269,566 | $444,969 |
| 2022 | 154 | $4.7M | $212,470 | $360,720 |
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 |
|---|---|---|---|---|
| GUILMARTIN DIPIRO SOKOLOWSKI LLC | 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 | $2,075 | — | — | — | — |
| 2023 | $3,018 | — | $3,018 | — | — |
| 2022 | $1,204 | — | $1,204 | — | — |