Plan Snapshot
- Plan Sponsor: The New Haven Companies, INC.
- Sponsor EIN: 201745524
- Sponsor Address: 43 TOWN AND COUNTRY DR, FREDERICKSBURG, VA, 22405
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $7.5M
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 | 134 | $7.5M | $264,002 | $598,622 |
| 2023 | 133 | $7.2M | $282,185 | $607,240 |
| 2022 | 138 | $5.9M | $265,182 | $558,214 |
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 |
|---|---|---|---|---|
| BISHOP FARMER AND CO LLP | 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 | $3,865 | $630 | — | — | — |
| 2023 | $1,771 | $431 | — | — | — |
| 2022 | $1,997 | — | — | — | — |