Plan Snapshot
- Plan Sponsor: Recovery Network Of Programs, INC.
- Sponsor EIN: 060910080
- Sponsor Address: 2 TRAP FALLS RD, SHELTON, CT, 06484
- Plan Type: 403(b)
- Total Participants: 262
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 262 | $10.5M | $218,781 | $478,610 |
| 2023 | 284 | $9.7M | $200,336 | $443,778 |
| 2022 | 257 | $8.5M | $172,634 | $409,812 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL SECURITIES LLC | BROKER | — | $18,893 | $18,893 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $16,960 | — | $16,960 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,853
- Estimated Expense Ratio: 0.341% 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 | $16,960 | — | — | — | — |
| 2023 | $16,679 | — | — | — | — |
| 2022 | $11,114 | — | — | — | — |