Plan Snapshot
- Plan Sponsor: American Coradius International, LLC
- Sponsor EIN: 331118210
- Sponsor Address: 2420 SWEET HOME ROAD, AMHERST, NY, 14228
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 102 | $5.2M | $62,204 | $299,369 |
| 2023 | 94 | $4.8M | $55,231 | $269,762 |
| 2022 | 111 | $4.6M | $103,066 | $417,425 |
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 |
|---|---|---|---|---|
| BROCK, SCHECHTER, & POLAKOFF, LLP | 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 | $38,109 | $16,750 | $21,359 | — | — |
| 2023 | $36,492 | $15,680 | $20,812 | — | — |
| 2022 | $10,638 | $4,026 | $6,612 | — | — |