Plan Snapshot
- Plan Sponsor: William Raveis Real Estate, INC.
- Sponsor EIN: 061160140
- Sponsor Address: 7 TRAP FALLS ROAD, SHELTON, CT, 06484
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 376
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 376 | $0 | $0 | $0 |
| 2024 | 277 | $0 | $0 | $0 |
| 2023 | 368 | $0 | $0 | $0 |
| 2022 | 452 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | Investment Advisor | $191,189 | — | $191,189 |
| ULTRABENEFITS INC. | Recordkeeper | $68,894 | — | $68,894 |
| CIGNA | Other Service Provider | $43,164 | — | $43,164 |
| RIGHTWAY | Other Service Provider | $14,520 | — | $14,520 |
| AMERICAN HEALTH HOLDINGS | Other Service Provider | $5,417 | — | $5,417 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $323,184
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |