Plan Snapshot
- Plan Sponsor: Trustee Of America'S Family Defined Benefit Plan
- Sponsor EIN: 166103576
- Sponsor Address: 8205 MAIN STREET, SUITE 3 4, WILLIAMSVILLE, NY, 142216053
- Plan Type: DB
- Plan Number: 001
- Total Participants: 183
- Total Assets: $2.1M
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 | 183 | $2.1M | $524,824 | $0 |
| 2023 | 216 | $2.0M | $557,922 | $0 |
| 2022 | 210 | $2.3M | $561,041 | $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 |
|---|---|---|---|---|
| WILLIAM OCHOCINSKI | Other Service Provider | $150,036 | — | $150,036 |
| FEDERATED PENSION BUREAU | Actuary | $82,400 | — | $82,400 |
| MICHELLE OCHOCINSKI | Other Service Provider | $65,837 | — | $65,837 |
| SOFTPATH, INC. | Other Service Provider | $62,416 | — | $62,416 |
| RAYMOND MORGAN | Other Service Provider | $37,335 | — | $37,335 |
| CAMBRIDGE ADVISORS | Other Service Provider | $30,736 | — | $30,736 |
| EFPR GROUP, CPAS, PLLC | Auditor | $15,400 | — | $15,400 |
| JOYCE CUFF | Other Service Provider | $6,762 | — | $6,762 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $450,922
- Estimated Expense Ratio: 21.229% 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 | $682,995 | $293 | — | $15,400 | — |
| 2023 | $668,135 | $283 | — | — | — |
| 2022 | $521,698 | $278 | — | — | $92,174 |