Plan Snapshot
- Plan Sponsor: Sportech, INC.
- Sponsor EIN: 611613727
- Sponsor Address: 600 LONG WHARF DRIVE, NEW HAVEN, CT, 06511
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 287 | $7.9M | $51,140 | $222,256 |
| 2023 | 213 | $8.6M | $49,111 | $216,669 |
| 2022 | 219 | $7.9M | $50,411 | $216,431 |
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 | $17,510 | — | $17,510 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,510
- Estimated Expense Ratio: 0.221% 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 | $23,936 | $5,121 | — | $17,510 | — |
| 2023 | $4,923 | $4,010 | — | — | — |
| 2022 | $4,496 | $3,446 | — | — | — |