Plan Snapshot
- Plan Sponsor: The Center For Children With Special Needs
- Sponsor EIN: 061485324
- Sponsor Address: 2300 MAIN STREET, GLASTONBURY, CT, 06033
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $4.6M
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 | 118 | $4.6M | $314,275 | $247,475 |
| 2023 | 73 | $3.9M | $233,272 | $223,238 |
| 2022 | 105 | $2.9M | $216,875 | $213,138 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | 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 | $10,059 | $10,059 | — | — | — |
| 2023 | $9,228 | — | — | — | — |
| 2022 | $8,919 | $8,919 | — | — | — |