Plan Snapshot
- Plan Sponsor: Bousquet Holstein PLLC
- Sponsor EIN: 161614892
- Sponsor Address: 110 WEST FAYETTE STREET, SUITE 1000, SYRACUSE, NY, 13202
- Plan Type: DC
- Total Participants: 125
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 125 | $28.4M | $357,988 | $1.2M |
| 2023 | 123 | $25.2M | $374,526 | $1.1M |
| 2022 | 118 | $21.8M | $330,179 | $943,146 |
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 |
|---|---|---|---|---|
| GROSSMAN ST. AMOUR CPA | 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 | $14,489 | — | — | — | — |
| 2023 | $2,063 | — | — | — | — |
| 2022 | $2,406 | — | — | — | — |