Plan Snapshot
- Plan Sponsor: Access Supports For Living INC. Employee Benefits Trust
- Sponsor EIN: 456271549
- Sponsor Address: 15 FORTUNE ROAD WEST, MIDDLETOWN, NY, 109411625
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 182
- Total Assets: $1.1M
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 | 182 | $1.1M | $246,683 | $0 |
| 2023 | 157 | $1.3M | $246,957 | $0 |
| 2022 | 153 | $1.2M | $242,685 | $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 |
|---|---|---|---|---|
| BOON ADMINISTRATIVE SERVICES | Recordkeeper | $77,071 | — | $77,071 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,071
- Estimated Expense Ratio: 6.998% 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 | $79,913 | — | $79,913 | — | — |
| 2023 | $69,729 | — | $69,729 | — | — |
| 2022 | $70,832 | — | $70,832 | — | — |