Plan Snapshot
- Plan Sponsor: Aid To The Developmentally Disabled, INC.
- Sponsor EIN: 112573451
- Sponsor Address: 901 EAST MAIN STREET, RIVERHEAD, NY, 11901
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 283 | $7.0M | $858,450 | $176,027 |
| 2023 | 271 | $5.9M | $0 | $170,470 |
| 2022 | 227 | $5.8M | $0 | $147,657 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS,LLP — Auditor
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 | $35,372 | $14,649 | $20,723 | — | — |
| 2023 | $33,203 | — | $33,203 | — | — |
| 2022 | $31,181 | $31,180 | — | — | — |