Plan Snapshot
- Plan Sponsor: The Hole In The Wall Gang Fund, INC.
- Sponsor EIN: 061157655
- Sponsor Address: 555 LONG WHARF DRIVE, 11TH FLOOR, NEW HAVEN, CT, 06511
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 220
- Total Assets: $22.8M
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. |
|---|---|---|---|---|
| 2025 | 220 | $22.8M | $0 | $0 |
| 2024 | 108 | $20.5M | $464,155 | $431,214 |
| 2023 | 97 | $17.8M | $395,737 | $342,216 |
| 2022 | 86 | $14.8M | $386,934 | $343,330 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 |
|---|---|---|---|---|---|
| 2025 | $1,867,397 | — | — | — | — |
| 2024 | $200 | — | — | — | — |
| 2023 | $150 | — | — | — | — |
| 2022 | $300 | — | — | — | — |