Plan Snapshot
- Plan Sponsor: Allegany Rehabilitation Associates, INC.
- Sponsor EIN: 161174531
- Sponsor Address: 4222 BOLIVAR ROAD, WELLSVILLE, NY, 14895
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $3.8M
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 | 73 | $3.8M | $112,185 | $108,330 |
| 2023 | 63 | $3.5M | $99,377 | $111,987 |
| 2022 | 64 | $3.0M | $125,790 | $118,052 |
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 |
|---|---|---|---|---|
| BRYANS & GRAMUGLIA CPA, LLC | 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 | $30,533 | $20,149 | — | — | — |
| 2023 | $25,358 | — | — | — | — |
| 2022 | $17,528 | — | $17,528 | — | — |