Plan Snapshot
- Plan Sponsor: Bst & Co. Cpas, LLP
- Sponsor EIN: 141442607
- Sponsor Address: 10 BRITISH AMERICAN BLVD, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 108 | $18.8M | $412,997 | $947,660 |
| 2023 | 110 | $17.3M | $406,038 | $942,073 |
| 2022 | 107 | $14.6M | $293,411 | $858,178 |
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 |
|---|---|---|---|---|
| FIRLEY, MORAN, FREER & EASSA CPA PC | 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 |
|---|---|---|---|---|---|
| 2025 | $56,619 | $56,619 | — | — | — |
| 2024 | $72,595 | $72,595 | — | — | — |
| 2023 | $62,519 | $44,979 | — | — | — |
| 2022 | $69,944 | $52,247 | $17,697 | — | — |