Plan Snapshot
- Plan Sponsor: Broadstone Employee Sub, LLC.
- Sponsor EIN: 843832970
- Sponsor Address: 207 HIGH POINT DR., VICTOR, NY, 14564
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 72 | $14.8M | $440,692 | $1.1M |
| 2023 | 74 | $14.1M | $432,648 | $1.2M |
| 2022 | 73 | $10.8M | $321,990 | $1.1M |
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 |
|---|---|---|---|---|
| KASPERSKI DINAN & RINK CPAS, LLC | 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 | $32,460 | $31,647 | — | — | — |
| 2023 | $29,893 | $26,059 | — | $11,500 | — |
| 2022 | $47,734 | — | — | — | — |