Plan Snapshot
- Plan Sponsor: Bast Hatfield Construction, LLC
- Sponsor EIN: 270649178
- Sponsor Address: 1399 CRESCENT VISCHER FERRY RD, CLIFTON PARK, NY, 12065
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $30.6M
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 | 122 | $30.6M | $1.0M | $602,879 |
| 2023 | 150 | $26.4M | $1.0M | $477,493 |
| 2022 | 152 | $21.7M | $1.0M | $353,377 |
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 |
|---|---|---|---|---|
| NBT BANK NA | NONE | $77,534 | — | $77,534 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NBT BANK NA — NONE
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,534
- Estimated Expense Ratio: 0.254% 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 | $77,534 | — | — | — | — |
| 2023 | $36,698 | $20,866 | $15,832 | — | — |
| 2022 | $59,094 | $17,604 | $41,490 | — | — |