Plan Snapshot
- Plan Sponsor: Armhr, LLC
- Sponsor EIN: 810723442
- Sponsor Address: 5015 CAMPUSWOOD DRIVE, EAST SYRACUSE, NY, 13057
- Plan Type: 401(k)
- Total Participants: 2,246
- Total Assets: $45.8M
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 | 2,246 | $45.8M | $1.7M | $6.2M |
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 |
|---|---|---|---|---|
| VESTWELL | Recordkeeper | $115,352 | — | $115,352 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $68,000 | — | $68,000 |
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $5,846 | — | $5,846 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VESTWELL — Recordkeeper
- UBS FINANCIAL SERVICES INC — Investment Advisor
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,198
- Estimated Expense Ratio: 0.413% 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 | $189,155 | — | $189,155 | — | — |