Plan Snapshot
- Plan Sponsor: Winchester Interconnect
- Sponsor EIN: 204852662
- Sponsor Address: 185 PLAINS ROAD, MILFORD, CT, 06461
- Plan Type: 401(k)
- Total Participants: 759
- Total Assets: $68.2M
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 | 759 | $68.2M | $2.1M | $4.5M |
| 2023 | 760 | $58.6M | $1.9M | $4.2M |
| 2022 | 797 | $49.9M | $1.9M | $4.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $30,844 | — | $30,844 |
| WINCHESTER INTERCONNECT | ACCOUNTANT | $23,415 | — | $23,415 |
| COHNREZNICK LLP | ACCOUNTANT | $16,275 | — | $16,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,534
- Estimated Expense Ratio: 0.103% 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 | $70,534 | — | — | $39,690 | — |
| 2023 | $132,037 | $19,005 | — | — | — |
| 2022 | $133,452 | — | — | — | — |