Plan Snapshot
- Plan Sponsor: United Way Of Connecticut, INC.
- Sponsor EIN: 061084194
- Sponsor Address: 55 CAPITAL BOULEVARD, ROCKY HILL, CT, 06067
- Plan Type: DC
- Total Participants: 345
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 345 | $24.7M | $1.3M | $1.3M |
| 2023 | 302 | $22.0M | $1.3M | $1.2M |
| 2022 | 310 | $18.4M | $1.2M | $919,992 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $43,857 | — | $43,857 |
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,857
- Estimated Expense Ratio: 0.178% 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 | $43,857 | — | $43,857 | — | — |
| 2023 | $33,677 | — | $33,677 | — | — |
| 2022 | $31,787 | — | $31,787 | — | — |