Caring Community of CT 403(b) match, vesting and fees
What Caring Community of CT's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Cohnreznick, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Caring Community of CT: employer contribution per participant | $2,938 | |
| Peer median | $1,468 |
| Caring Community of CT: average balance | $43,580 | |
| Peer median | $37,786 |
| Caring Community of CT: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.8M at the end of plan year 2021 to $5.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 265 | $5.4M | $364K | $2,938 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 285 | $4.5M | $334K | $2,455 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 311 | $3.5M | $280K | $1,539 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 303 | $2.8M | $102K | $601 | 0.72% | Not published | Form 5500 ↗ |
Common questions
Does Caring Community of CT match 401(k) contributions?
The match terms for the The Caring Community of Ct, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $364K in employer contributions, about $2,938 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Caring Community of CT 401(k) match vested?
The vesting schedule for the The Caring Community of Ct, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Caring Community of CT 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is The Caring Community of Ct, Inc..
I left Caring Community of CT. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Caring Community of Ct, Inc., (860) 267-4463) or the recordkeeper, Newport Group, Inc.. The Caring Community of CT old 401(k) page lists the contacts from every plan filing. Find an old Caring Community of CT 401(k)
Data from the public Form 5500 annual reports Caring Community of CT filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Caring Community of CT. Not financial advice. Report a correction · Methodology