Plan Snapshot
- Plan Sponsor: The Connecticut Hospice INC
- Sponsor EIN: 060878822
- Sponsor Address: 100 DOUBLE BEACH ROAD, BRANFORD, CT, 064054909
- Plan Type: 403(b)
- Total Participants: 166
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 166 | $6.4M | $47,727 | $346,482 |
| 2023 | 187 | $6.6M | $33,022 | $386,352 |
| 2022 | 182 | $6.9M | $1,794 | $366,516 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $36,483 | — | $36,483 |
| MORGAN STANLEY GLOBAL BA | Investment Advisor | $16,679 | — | $16,679 |
| MARCUM LLP | Other Service Provider | — | $7,125 | $7,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BA — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,287
- Estimated Expense Ratio: 0.949% 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 | $41,237 | $16,675 | $24,562 | — | — |
| 2023 | $35,133 | $7,927 | — | — | — |
| 2022 | $2,350 | — | $2,350 | — | — |