# Austin 3(16) Fiduciary Limited DC Plan
Source: https://planprovider.pro/companies/austin-3-16-fiduciary-limited-plan

> Austin 3(16) Fiduciary Limited's DC plan: 557 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Austin 3(16) Fiduciary Limited

- **Sponsor EIN:** 861843958

- **Sponsor Address:** 119 ELAINE DRIVE, OCEANSIDE, NY, 11572

- **Plan Type:** DC

- **Total Participants:** 557

- **Total Assets:** $8.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|557|$8.3M|$674,634|$1.5M|

| 2023|699|$3.9M|$461,714|$928,737|

| 2022|125|$1.5M|$214,650|$495,521|

## 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|

| SPECTRUM EMPLOYEE BENEFITS, INC.|RECORDKEEPER AND TPA|$42,274|—|$42,274|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,274

- **Estimated Expense Ratio:** 0.510% 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|$89,197|$43,923|—|—|—|

| 2023|$34,160|$17,010|—|—|—|

| 2022|$22,027|—|$10,153|—|—|

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