Plan Snapshot
- Plan Sponsor: The Rossi Group, LLC
- Sponsor EIN: 271727530
- Sponsor Address: 162 WEST STREET SUITE A, CROMWELL, CT, 064164405
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $6.8M
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 | 246 | $6.8M | $217,466 | $605,416 |
| 2023 | 234 | $5.7M | $213,186 | $603,573 |
| 2022 | 245 | $5.0M | $172,247 | $487,114 |
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 |
|---|---|---|---|---|
| MAHONEY SABOL & COMPANY 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 | $45,175 | — | $45,175 | — | — |
| 2023 | $36,837 | — | $36,837 | — | — |
| 2022 | $16,342 | — | $16,342 | — | — |