Plan Snapshot
- Plan Sponsor: The Connecticut Water Company
- Sponsor EIN: 060713930
- Sponsor Address: 93 WEST MAIN STREET, CLINTON, CT, 06413
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $61.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $61.9M | $2.1M | $3.4M |
| 2023 | 324 | $50.8M | $1.9M | $3.1M |
| 2022 | 302 | $43.2M | $1.0M | $2.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $79,759 | — | $79,759 | — | — |
| 2023 | $66,154 | — | $66,154 | — | — |
| 2022 | $75,570 | — | $75,570 | — | — |