Plan Snapshot
- Plan Sponsor: Stewart Efi
- Sponsor EIN: 710918038
- Sponsor Address: 45 OLD WATERBURY RD, THOMASTON, CT, 067871903
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $21.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 154 | $21.3M | $258,168 | $970,645 |
| 2023 | 192 | $18.3M | $302,765 | $1.0M |
| 2022 | 179 | $16.1M | $285,071 | $950,233 |
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 |
|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA 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 | $4,490 | — | $4,490 | — | — |
| 2023 | $4,634 | — | $4,634 | — | — |
| 2022 | $3,662 | — | $3,662 | — | — |