Plan Snapshot
- Plan Sponsor: United Community & Family Services, INC.
- Sponsor EIN: 060653142
- Sponsor Address: 34 EAST TOWN STREET, NORWICH, CT, 06360
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 343 | $33.8M | $1.1M | $1.1M |
| 2023 | 344 | $30.7M | $1.2M | $1.0M |
| 2022 | 420 | $27.3M | $1.1M | $969,756 |
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, 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 | $236,682 | $62,854 | — | — | — |
| 2023 | $205,822 | $55,394 | — | — | — |
| 2022 | $158,358 | $128,626 | $29,732 | — | — |