Plan Snapshot
- Plan Sponsor: Shipman & Goodwin LLP
- Sponsor EIN: 060640174
- Sponsor Address: ONE CONSTITUTION PLAZA, HARTFORD, CT, 061031136
- Plan Type: DC
- Total Participants: 236
- Total Assets: $193.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 236 | $193.4M | $2.9M | $2.5M |
| 2023 | 228 | $164.7M | $2.9M | $2.2M |
| 2022 | 235 | $159.2M | $2.8M | $2.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $17,163 | — | $17,163 | — | — |
| 2023 | $16,101 | — | $16,101 | — | — |
| 2022 | $14,864 | — | $14,864 | — | — |