CONNECTICUT SOCIETY OF CPA'S DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
22
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
Plan health score
96
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
87
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTICUT SOCIETY OF CPA'S, INC..
Plan sponsor
Name
CONNECTICUT SOCIETY OF CPA'S, INC.
EIN
06-0762300
Address
716 BROOK STREET · SUITE 100 · ROCKY HILL, CT · 060673433
