Plan Snapshot
- Plan Sponsor: Pullman & Comley, LLC
- Sponsor EIN: 060662400
- Sponsor Address: 850 MAIN STREET, BRIDGEPORT, CT, 066017006
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $86.4M
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 | 109 | $86.4M | $1.4M | $1.3M |
| 2023 | 102 | $77.0M | $1.4M | $1.4M |
| 2022 | 101 | $67.6M | $1.2M | $1.2M |
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 |
|---|---|---|---|---|
| VENMAN & CO. LLC, CPAS | 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 | $23,820 | $4,534 | — | — | — |
| 2023 | $26,951 | — | — | — | — |
| 2022 | $32,980 | — | — | — | — |