Plan Snapshot
- Plan Sponsor: Shipman & Goodwin LLP
- Sponsor EIN: 060640174
- Sponsor Address: ONE CONSTITUTION PLAZA, HARTFORD, CT, 061031136
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $29.6M
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 | 110 | $29.6M | $375,342 | $1.2M |
| 2023 | 113 | $27.1M | $353,105 | $1.2M |
| 2022 | 108 | $22.8M | $0 | $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 |
|---|---|---|---|---|
| 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 | $3,367 | — | $3,367 | — | — |
| 2023 | $3,471 | — | $3,471 | — | — |
| 2022 | $3,507 | — | $3,507 | — | — |