Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund
- Sponsor EIN: 146195662
- Sponsor Address: 3445 WINTON PLACE, SUITE 238, ROCHESTER, NY, 14623
- Plan Type: DC
- Total Participants: 1,167
- Total Assets: $54.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,167 | $54.3M | $0 | $0 |
| 2024 | 838 | $52.0M | $0 | $0 |
| 2023 | 826 | $46.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| ARCARA LENDA EUSANIO & STACEY CPAS | Auditor | $30,725 | — | $30,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,725
- Estimated Expense Ratio: 0.057% 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 |
|---|---|---|---|---|---|
| 2025 | $418,229 | $230,761 | — | $30,725 | — |
| 2024 | $424,437 | $212,111 | — | $45,939 | — |
| 2023 | $371,533 | $211,699 | — | — | $74,549 |