Plan Snapshot
- Plan Sponsor: Norwich Convalescent Home, INC
- Sponsor EIN: 820737214
- Sponsor Address: 93 WEST TOWN STREET, NORWICH, CT, 06360
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $2.2M
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 | 316 | $2.2M | $156,200 | $235,577 |
| 2023 | 275 | $1.8M | $185,698 | $245,740 |
| 2022 | 181 | $1.2M | $122,912 | $241,876 |
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 |
|---|---|---|---|---|
| PDR CPAS + ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PDR CPAS + ADVISORS — 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 | $5,767 | — | $5,767 | — | — |
| 2023 | $5,335 | — | $5,335 | — | — |
| 2022 | $4,810 | — | — | — | $4,810 |