Plan Snapshot
- Plan Sponsor: New England Yankee Construction, LLC
- Sponsor EIN: 061486844
- Sponsor Address: 34 HIGH STREET, WEST HAVEN, CT, 06516
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 56 | $2.4M | $297,046 | $144,653 |
| 2023 | 66 | $1.8M | $215,087 | $128,323 |
| 2022 | 50 | $1.4M | $115,444 | $106,986 |
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 |
|---|---|---|---|---|
| THE INNOVATIVE CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE INNOVATIVE CPA GROUP LLC — Auditor
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 | $2,250 | — | $2,250 | — | — |
| 2023 | $51,536 | — | $51,536 | — | — |
| 2022 | $15,012 | — | $15,012 | — | — |