Plan Snapshot
- Plan Sponsor: The Bridgeport Firemen'S Sick And Death Benefit Association, INC.
- Sponsor EIN: 060794308
- Sponsor Address: 83 CASTLE LANE, MILFORD, CT, 06460
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 272
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 272 | $2.4M | $0 | $61,621 |
| 2023 | 270 | $2.5M | $0 | $13,137 |
| 2022 | 272 | $2.2M | $0 | $13,622 |
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 |
|---|---|---|---|---|
| MONECO ADVISORS, LLC | Investment Advisor | — | $19,669 | $19,669 |
| WALSH & DICKINSON | Other Service Provider | $10,500 | — | $10,500 |
| KARDAN ACTUARIAL SERVICES, LLC | Actuary | $5,975 | — | $5,975 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,144
- Estimated Expense Ratio: 1.536% 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 | $67,804 | $19,669 | — | — | — |
| 2023 | $61,474 | $18,075 | — | — | — |
| 2022 | $73,258 | $18,462 | — | — | $10,500 |