Plan Snapshot
- Plan Sponsor: Bond, Schoeneck & King PLLC
- Sponsor EIN: 270015651
- Sponsor Address: ONE LINCOLN CENTER, SYRACUSE, NY, 132021355
- Plan Type: DC
- Total Participants: 520
- Total Assets: $214.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 520 | $214.2M | $1.6M | $5.9M |
| 2023 | 491 | $192.2M | $1.8M | $5.4M |
| 2022 | 497 | $161.7M | $1.4M | $4.8M |
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 | $64,056 | — | $64,056 |
| ALESCO ADVISORS LLC | NONE | $27,500 | — | $27,500 |
| 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: $91,556
- 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 | $95,856 | $27,500 | — | — | — |
| 2023 | $89,118 | — | — | — | — |
| 2022 | $85,992 | — | — | — | — |