Plan Snapshot
- Plan Sponsor: Bond, Schoeneck & King, PLLC
- Sponsor EIN: 270015651
- Sponsor Address: ONE LINCOLN CENTER, SYRACUSE, NY, 132021355
- Plan Type: DC
- Total Participants: 166
- Total Assets: $113.6M
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. |
|---|---|---|---|---|
| 2024 | 166 | $113.6M | $4.6M | $0 |
| 2023 | 159 | $106.5M | $4.4M | $0 |
| 2022 | 154 | $97.5M | $3.9M | $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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $49,002 | — | $49,002 |
| DANNIBLE & MCKEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- DANNIBLE & MCKEE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,002
- Estimated Expense Ratio: 0.043% 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 | $49,002 | — | — | — | — |
| 2023 | $47,500 | — | — | — | — |
| 2022 | $43,813 | — | — | — | — |