Plan Snapshot
- Plan Sponsor: Abvi-Goodwill
- Sponsor EIN: 160743906
- Sponsor Address: 422 SOUTH CLINTON AVENUE, ROCHESTER, NY, 146201198
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1,226
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. |
|---|---|---|---|---|
| 2023 | 0 | $1,226 | $0 | $0 |
| 2022 | 39 | $4.1M | $267,040 | $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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | $30,650 | — | $30,650 |
| BENEFITS MANAGEMENT INC | Other Service Provider | $22,625 | — | $22,625 |
| JACKSON LEWIS, PC | Other Service Provider | $18,821 | — | $18,821 |
| ALESCO ADVISORS | Other Service Provider | $6,368 | — | $6,368 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,464
- Estimated Expense Ratio: 6400.000% 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 |
|---|---|---|---|---|---|
| 2023 | $93,382 | $6,368 | — | $30,650 | — |
| 2022 | $74,278 | $33,866 | — | — | $18,500 |