# A. Colarusso & Son, INC. DC Plan
Source: https://planprovider.pro/companies/a-colarusso-son-inc-plan-002

> A. Colarusso & Son, INC.'s DC plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A. Colarusso & Son, INC.

- **Sponsor EIN:** 141424400

- **Sponsor Address:** P.O. BOX 302, HUDSON, NY, 12534

- **Plan Type:** DC

- **Total Participants:** 57

- **Total Assets:** $18.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|57|$18.4M|$1.8M|$0|

| 2023|125|$15.7M|$2.6M|$0|

| 2022|115|$12.9M|$2.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH, PIERCE, FENNER & SMI|BROKERAGE|$152,323|—|$152,323|

| BANK OF AMERICA|TRUSTEE|$14,462|—|$14,462|

| WOJESKI & COMPANY CPAS, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $166,785

- **Estimated Expense Ratio:** 0.908% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$173,376|$152,263|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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