Back to filter
Original filing (PDF)20250610100256NAL0014870961001
CONNECTICUT COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
15
Accounts w/ balance
21
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTICUT COMMUNITY FOUNDATION.
Plan sponsor
Name
CONNECTICUT COMMUNITY FOUNDATION
EIN
06-6038074
Address
43 FIELD STREET · WATERBURY, CT · 067021906
Phone
(203) 753-1315
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
MISSISSIPPI ECONOMIC COUNCIL
MISSISSIPPI ECONOMIC COUNCIL EMPLOYEES RETIREMENT PLAN
$2.1M · 10 participants
BETTER BUSINESS BUREAU, INC.
BETTER BUSINESS BUREAU, INC. 401(K) RETIREMENT PLAN
$2.1M · 17 participants
THE PLAZA OF THE PALM BEACHES CONDOMINIUM ASSOCIATION, INC.
THE PLAZA OF THE PALM BEACHES CONDOMINIUM ASSOCIATION, INC. 401(K) PLAN
$2.1M · 42 participants
MORRIS/SUSSEX/WARREN EMPLOYMENT AND TRAINING SERVICES
MORRIS/SUSSEX/WARREN EMPLOYMENT AND TRAINING SERVICES PROFIT SHARING P
$2.1M · 30 participants
MIAMI VALLEY HOUSING OPPORTUNITIES
MIAMI VALLEY HOUSING OPPORTUNITIES 401K RETIREMENT PLAN
$2.1M · 57 participants
GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI, INC.
$2.1M · 105 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