Plan Snapshot
- Plan Sponsor: Ahmuty, Demers & Mcmanus
- Sponsor EIN: 112588234
- Sponsor Address: 200 I. U. WILLETS ROAD, ALBERTSON, NY, 115072200
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $33.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 106 | $33.1M | $0 | $832,698 |
| 2023 | 109 | $33.7M | $0 | $854,078 |
| 2022 | 106 | $29.7M | $0 | $884,370 |
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 |
|---|---|---|---|---|
| SHEEHAN & COMPANY, CPA, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $169,617 | — | $169,617 | — | — |
| 2023 | $156,315 | — | $156,315 | — | — |
| 2022 | $159,777 | — | $159,777 | — | — |