How big is Midwestern Connecticut Council on Alcoholism's plan?

Midwestern Connecticut Council on Alcoholism's plan reported $12.3M in assets and 132 participants for 2023.

Original filing (PDF)20250327155208NAL0009466883001

Midwestern Connecticut Council on Alcoholism

Name: Midwestern Connecticut Council on Alcoholism — Form 5500 Plan 001 (2023)
Creator: Midwestern Connecticut Council on Alcoholism
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) Plan

401(k) retirement plan · Midwestern Connecticut Council on Alcoholism's Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) Plan held $12.3M in plan assets for 132 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

132

Accounts w/ balance

208

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

People on this filing

Glenn Connan signed Midwestern Connecticut Council on Alcoholism's 2023 Form 5500 as plan administrator.

Glenn Connan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Midwestern Connecticut Council on Alcoholism's EIN is 06-0890278.

EIN 06-0890278

Plan number 001

Plan year 2023

ACK ID 20250327155208NAL0009466883001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Midwestern Connecticut Council on Alcoholism from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Midwestern Connecticut Council on Alcoholism's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDWESTERN CONNECTICUT COUNCIL ON ALCOHOLISM.

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MIDWESTERN CONNECTICUT COUNCIL ON ALCOHOLISM

EIN

all filings

Address

38 OLD RIDGEBURY ROAD · DANBURY, CT · 06810

Phone

(203) 792-4515

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

NANAVATY,DAVENPORT,STUDLEY,WHITELLP

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

38 direct securities· $11.4M(93% of reported assets)

Mutual Funds

$10.4M

32 holdings

Common Collective Trusts

$980K

4 holdings

Self-Directed Brokerage

$54K

1 holding

U.S. Treasuries

$3K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$1.5M	12.2%
Fidelity Investments Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$1.1M	9.1%
Fidelity Investments Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$997K	8.1%
Fidelity Investments Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$953K	7.7%
Fidelity Investments Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$798K	6.5%
Fidelity Investments Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$659K	5.3%
Fidelity Investments Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$501K	4.1%
Fidelity Investments Fidelity Government Money Market	Mutual Funds	—	—	$405K	3.3%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$390K	3.2%
Fidelity Investments Fidelity Balanced Fund	Mutual Funds	—	—	$374K	3.0%
Fidelity Investments Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$371K	3.0%
Fidelity Investments Fidelity Government Income Fund	Mutual Funds	—	—	$330K	2.7%
Fidelity BrokerageLink - Cash	Mutual Funds	—	—	$317K	2.6%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$245K	2.0%
Fidelity Investments Fidelity Fund	Mutual Funds	—	—	$237K	1.9%
Fidelity Investments Fidelity Emerging Markets Fund	Mutual Funds	—	—	$234K	1.9%
Fidelity Investments Fidelity Growth Discovery Fund	Mutual Funds	—	—	$220K	1.8%
Fidelity Investments Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$203K	1.6%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$183K	1.5%
Fidelity Investments Shelton Capital Management Nasdaq -100 Index Fund Direct Shares	Common Collective Trusts	—	—	$162K	1.3%
Fidelity Investments Touchstone Large Cap Focused Fund Class Y	Mutual Funds	—	—	$160K	1.3%
Fidelity Investments Fidelity Extended Market Index Premium Fund	Mutual Funds	—	—	$143K	1.2%
Fidelity Investments American Funds American Mutual Fund Class R-4	Mutual Funds	—	—	$137K	1.1%
Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$134K	1.1%
Fidelity Investments Fidelity Freedom Total Bond Fund	Mutual Funds	—	—	$111K	0.9%
Fidelity Investments Fidelity International Discovery Fund	Mutual Funds	—	—	$101K	0.8%
Fidelity Investments Fidelity Small Cap Value Fund	Mutual Funds	—	—	$98K	0.8%
Fidelity Investments Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$77K	0.6%
Fidelity Investments Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$60K	0.5%
Self-directed brokerage account Fidelity BrokerageLink - Common stock	Self-Directed Brokerage	—	—	$54K	0.4%
Fidelity Investments Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$38K	0.3%
Fidelity Investments Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$33K	0.3%
Fidelity Investments Columbia Select Mid Cap Value Fund Advisor Class	Mutual Funds	—	—	$28K	0.2%
Fidelity Investments Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$22K	0.2%
Fidelity Investments Janus Henderson Enterprise Fund Class T	Mutual Funds	—	—	$18K	0.1%
Fidelity Investments T Rowe Price Blue Chip Growth Fund Advisor Class	Mutual Funds	—	—	$12K	0.1%
Fidelity Investments Fidelity Capital & Income Fund	Mutual Funds	—	—	$11K	<0.1%
Fidelity BrokerageLink - Government Bond	U.S. Treasuries	—	—	$3K	<0.1%