Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CONNECTICUT TRIAL LAWYERS ASSOCIATION

Name: CONNECTICUT TRIAL LAWYERS ASSOCIATION - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CONNECTICUT TRIAL LAWYERS ASSOCIATION (2025) Form 5500
Creator: CONNECTICUT TRIAL LAWYERS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CONNECTICUT TRIAL LAWYERS ASSOCIATION, CONNECTICUT TRIAL LAWYERS ASSOCIATION

CONNECTICUT TRIAL LAWYERS ASSOCIATIONEIN 06-1003190Plan #001PY 2025

100 PEARL STREET, FL-10 - HARTFORD, CT 06103860-522-4345cttriallawyers.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$350K

+22.8% from 2024

Total participants

-25.0% from 2024

Average account balance

$116,685

+63.7% from 2024

Annual return

8.21%

+1.68 pp from 2024

Benchmarks

See 67,538 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort67,538 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$350K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$117K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$178

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J2E2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$534

$178 / participant

Other / not subdivided$534100.0%

% of EOY assets

0.153%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,685

$162,136-28.0%

$152,301-23.4%

$154,746-24.6%

Participation rate

100.0%

84.1%+15.9pp

82.4%+17.6pp

80.7%+19.3pp

Annual return

8.21%

91.02%-82.8pp

80.50%-72.3pp

172.34%-164.1pp

Employer contribution / active EE

$6,612

$4,890+35.2%

$4,624+43.0%

$4,379+51.0%

Participant deferral / active EE

$7,360

$8,341-11.8%

$8,004-8.0%

$6,730+9.4%

Admin fee / account holder

$178

$15,759-98.9%

$14,398-98.8%

$14,365-98.8%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CONNECTICUT TRIAL LAWYERS ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CONNECTICUT TRIAL LAWYERS ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion