Plan Snapshot
- Plan Sponsor: Arise Child & Family Service, INC.
- Sponsor EIN: 161186293
- Sponsor Address: 635 JAMES STREET, SYRACUSE, NY, 132032226
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 563 | $8.0M | $153,502 | $628,584 |
| 2023 | 522 | $7.0M | $120,720 | $508,020 |
| 2022 | 516 | $5.7M | $111,892 | $443,752 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | Other Service Provider | — | $27,528 | $27,528 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,528
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 |
|---|---|---|---|---|---|
| 2025 | $2,206,410 | — | — | — | — |
| 2024 | $6,400 | — | — | — | — |
| 2023 | $4,250 | — | — | — | — |
| 2022 | $1,900 | — | $1,900 | — | — |