Plan Snapshot
- Plan Sponsor: Murtha Cullina LLP
- Sponsor EIN: 060686015
- Sponsor Address: 280 TRUMBULL STREET, 12TH FLOOR, HARTFORD, CT, 06103
- Plan Type: DC
- Total Participants: 105
- Total Assets: $114.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 105 | $114.9M | $651,443 | $1.4M |
| 2023 | 130 | $108.1M | $727,880 | $1.5M |
| 2022 | 139 | $97.8M | $1.6M | $1.6M |
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 |
|---|---|---|---|---|
| L. HARDY MASON | Investment Advisor | $141,163 | — | $141,163 |
| BRADLEY, FOSTER & SARGENT | Investment Advisor | $80,529 | — | $80,529 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,240 | — | $16,240 |
| PENSION CONSULTANTS, INC | Investment Advisor | $9,400 | — | $9,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- PENSION CONSULTANTS, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,332
- Estimated Expense Ratio: 0.215% 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 | $126,436 | $8,045 | — | — | — |
| 2023 | $117,866 | $85,453 | — | — | — |
| 2022 | $158,767 | $22,094 | — | — | — |