Plan Snapshot
- Plan Sponsor: Beechwood Health Care Center, INC
- Sponsor EIN: 203368932
- Sponsor Address: 2235 MILLERSPORT HWY, GETZVILLE, NY, 14068
- Plan Type: 403(b)
- Total Participants: 544
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 544 | $17.5M | $444,700 | $1.3M |
| 2023 | 553 | $16.6M | $442,949 | $1.2M |
| 2022 | 572 | $15.3M | $423,093 | $1.3M |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
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 | $110,192 | — | $110,192 | — | — |
| 2023 | $105,198 | — | $105,198 | — | — |
| 2022 | $98,724 | — | $98,724 | — | — |