· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTERN CONNECTICUT AREA AGENCY ON AGING, INC. — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WESTERN CONNECTICUT AREA AGENCY ON AGING, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250716091151NAL0002269571001
WESTERN CONNECTICUT AREA AGENCY ON AGING, INC.
Form 5500-SF
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WESTERN CONNECTICUT AREA AGENCY ON AGING, INC.
401(k) retirement plan
Active participants
79
Accounts w/ balance
85
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESTERN CONNECTICUT AREA AGENCY ON AGING, INC.
.
Find decision makers
Plan sponsor
Name
WESTERN CONNECTICUT AREA AGENCY ON AGING, INC.
EIN
06-1182488
Address
84 PROGRESS LN · WATERBURY, CT · 067053863
Phone
(203) 757-5449
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CALIFORNIA ASSOCIATION OF HIGHWAY PATROLMEN INC
CALIFORNIA ASSOCIATION OF HIGHWAY PATROLMEN INC 401K PROFIT SHARING PLAN
$2.9M · 11 participants
STATE VOICES
STATE VOICES 401K PROFIT SHARING PLAN TRUST
$2.9M · 46 participants
GREATER KANSAS CITY CHAMBER OF COMMERCE
GREATER KANSAS CITY CHAMBER OF COMMERCE 401(K) PLAN
$2.9M · 33 participants
THE REUTLINGER COMMUNITY
THE REUTLINGER COMMUNITY 403(B) PLAN
$2.9M · 142 participants
HOMELESS SOLUTIONS, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HOMELESS SOLUTIONS 401(K)PROFIT SHARING PLAN
$2.9M · 55 participants
MEADOWBROOK COUNTRY CLUB
MEADOWBROOK COUNTRY CLUB 401(K) AND PROFIT SHARING PLAN
$2.9M · 25 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
