Plan Snapshot
- Plan Sponsor: Stamford Employment Services, LLC
- Sponsor EIN: 832069475
- Sponsor Address: 2 STAMFORD FORUM, STAMFORD, CT, 06901
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 155 | $4.9M | $30,891 | $287,939 |
| 2023 | 140 | $4.4M | $22,159 | $173,041 |
| 2022 | 161 | $4.0M | $19,181 | $155,873 |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD | 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 | $40,628 | $1,128 | $39,500 | — | — |
| 2023 | $37,584 | $949 | $36,635 | — | — |
| 2022 | $77,319 | $31,076 | $46,243 | — | — |