Plan Snapshot
- Plan Sponsor: Avalon Copy Centers Of America, INC.
- Sponsor EIN: 141821550
- Sponsor Address: 901 N. STATE STREET, SYRACUSE, NY, 13208
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $6.3M
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. |
|---|---|---|---|---|
| 2024 | 137 | $6.3M | $298,236 | $612,281 |
| 2023 | 141 | $4.9M | $256,030 | $566,817 |
| 2022 | 135 | $3.8M | $250,073 | $503,084 |
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 |
|---|---|---|---|---|
| RDG+PARTNERS CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RDG+PARTNERS CPAS PLLC — Auditor
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 | $21,165 | $33 | $4,275 | — | — |
| 2023 | $18,343 | $3 | $7,325 | — | — |
| 2022 | $22,934 | $17,627 | $5,307 | — | — |