Plan Snapshot
- Plan Sponsor: Brooks-Tlc Hospital System, INC.
- Sponsor EIN: 160743301
- Sponsor Address: 529 CENTRAL AVENUE, DUNKIRK, NY, 14048
- Plan Type: DB
- Total Participants: 92
- Total Assets: $17.5M
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 | 92 | $17.5M | $1.4M | $0 |
| 2023 | 87 | $16.2M | $7,879 | $0 |
| 2022 | 85 | $15.8M | $1.1M | $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 |
|---|---|---|---|---|
| MANNING & NAPIER | NONE | $83,655 | — | $83,655 |
| BURKE GROUP | NONE | $57,944 | — | $57,944 |
| USI CONSULTING GROUP | NONE | $31,350 | — | $31,350 |
| COMPASS ONE | NONE | $6,354 | — | $6,354 |
| LUMSDEN & MCCORMICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUMSDEN & MCCORMICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,303
- Estimated Expense Ratio: 1.027% 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 | $400,827 | $141,598 | — | — | — |
| 2023 | $380,786 | $128,835 | — | — | — |
| 2022 | $333,652 | $137,812 | — | — | — |