Plan Snapshot
- Plan Sponsor: America'S Family Benefit Plans
- Sponsor EIN: 161548854
- Sponsor Address: 8205 MAIN STREET, SUITE 3 4, WILLIAMSVILLE, NY, 142217177
- Plan Type: DC
- Total Participants: 405
- Total Assets: $26.5M
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 | 405 | $26.5M | $356,084 | $755,432 |
| 2023 | 452 | $24.6M | $342,058 | $785,484 |
| 2022 | 491 | $22.5M | $423,419 | $867,835 |
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 | EMPLOYEE | $19,570 | — | $19,570 |
| EFPR GROUP, CPA'S, PLLC | NONE | $10,900 | — | $10,900 |
| MICHELLE OCHOCINSKI | EMPLOYEE | $8,587 | — | $8,587 |
| COMPLIANCE SYSTEMS, INC. | NONE | $7,200 | — | $7,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPA'S, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,257
- Estimated Expense Ratio: 0.175% 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 | $236,613 | $31,152 | — | $10,900 | — |
| 2023 | $247,819 | $56,416 | $113,750 | $10,600 | — |
| 2022 | $358,981 | $52,459 | $118,128 | — | $28,219 |