# A&E Health & Welfare Trust C/O Cnb 401(k) Plan
Source: https://planprovider.pro/companies/a-e-health-welfare-trust-c-o-cnb-856722269-501

> A&E Health & Welfare Trust C/O Cnb's 401(k) plan: 1,717 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A&E Health & Welfare Trust C/O Cnb

- **Sponsor EIN:** 856722269

- **Sponsor Address:** 1150 PITTSFORD VICTOR RD, PITTSFORD, NY, 14534

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,717

- **Total Assets:** $1.5M

## 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|1,717|$1.5M|$20.0M|$0|

| 2023|1,516|$325,859|$16.7M|$0|

| 2022|1,311|$854,221|$14.6M|$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|

| MENGEL METZGER & BARR|Auditor|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MENGEL METZGER & BARR](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,000

- **Estimated Expense Ratio:** 0.996% 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|$2,700|—|—|—|—|

| 2023|$2,700|—|—|—|—|

| 2022|$2,400|—|—|—|$2,400|

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