Plan Snapshot
- Plan Sponsor: Orthoconnecticut, PLLC
- Sponsor EIN: 060851044
- Sponsor Address: 2 RIVERVIEW DRIVE,, DANBURY, CT, 06840
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $63.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 189 | $63.1M | $533,116 | $1.3M |
| 2023 | 180 | $55.5M | $1.8M | $1.3M |
| 2022 | 158 | $49.8M | $1.6M | $1.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $27,968 | — | $27,968 |
| TEPLITZKY AND COMPANY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,968
- Estimated Expense Ratio: 0.044% 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 | $27,969 | $75 | — | — | — |
| 2023 | $24,455 | — | — | — | — |
| 2022 | $23,539 | — | — | — | — |