Plan Snapshot
- Plan Sponsor: Southeastern Council On Alcoholism & Drug Dependence, INC
- Sponsor EIN: 060860926
- Sponsor Address: 1 MONTAUK AVENUE, NEW LONDON, CT, 06320
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 201 | $3.8M | $437,351 | $605,390 |
| 2023 | 244 | $2.6M | $635,765 | $425,153 |
| 2022 | 207 | $1.3M | $189,407 | $266,896 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $25,691 | $3,813 | — | — | — |
| 2023 | $1,289 | — | — | — | — |
| 2022 | $729 | — | — | — | — |