Plan Snapshot
- Plan Sponsor: Whitney Center, INC.
- Sponsor EIN: 060924891
- Sponsor Address: 200 LEEDER HILL DRIVE, HAMDEN, CT, 06517
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $9.0M
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 | 351 | $9.0M | $273,905 | $512,744 |
| 2023 | 339 | $8.1M | $246,331 | $441,534 |
| 2022 | 321 | $6.8M | $201,878 | $376,892 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $47,657 | $314 | — | — | — |
| 2023 | $39,516 | $54 | — | — | — |
| 2022 | $38,463 | $29,489 | $5,877 | — | $2,797 |