Plan Snapshot
- Plan Sponsor: The Connecticut Water Company
- Sponsor EIN: 060713930
- Sponsor Address: 93 WEST MAIN STREET, CLINTON, CT, 064131600
- Plan Type: DB
- Total Participants: 73
- Total Assets: $92.3M
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 | 73 | $92.3M | $0 | $0 |
| 2023 | 82 | $89.0M | $0 | $0 |
| 2022 | 88 | $82.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $69,814 | — | $69,814 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $29,500 | — | $29,500 |
| BANK OF AMERICA | Other Service Provider | $29,471 | — | $29,471 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $10,129 | — | $10,129 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,914
- Estimated Expense Ratio: 0.151% 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 | $175,173 | $10,337 | — | — | — |
| 2023 | $144,134 | — | — | — | — |
| 2022 | $149,690 | $13,258 | — | — | $102,464 |