Plan Snapshot
- Plan Sponsor: Sarah Seneca Residential Services, INC.
- Sponsor EIN: 061297906
- Sponsor Address: 15 NE INDUSTRIAL RD, BRANFORD, CT, 064052844
- Plan Type: DC
- Total Participants: 182
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 182 | $4.4M | $460,983 | $228,272 |
| 2023 | 164 | $3.5M | $371,814 | $196,974 |
| 2022 | 153 | $2.7M | $525,082 | $167,665 |
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 |
|---|---|---|---|---|
| VISCONTI AND ASSOCIATES, P.C. | 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 | $1,197 | — | — | — | — |
| 2023 | $623 | — | — | — | — |
| 2022 | $780 | — | — | — | — |