Plan Snapshot
- Plan Sponsor: Calspan Corporation
- Sponsor EIN: 201840542
- Sponsor Address: 4455 GENESEE STREET, BUFFALO, NY, 14225
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $2.2M | $5.8M |
| 2022 | 635 | $80.3M | $1.9M | $5.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $133,170 | $46 | $133,216 |
| LINWOOD ADVISORS | SERVICE PROVIDER | — | $54,993 | $54,993 |
| KP LYNCH CPA PC | AUDITOR | $34,690 | — | $34,690 |
| HIGHTOWER SECURITIES, LLC | SERVICE PROVIDER | — | $17,986 | $17,986 |
| MORNINGSTAR | SERVICE PROVIDER | $3,653 | $13,546 | $17,199 |
| LINWOOD INVESTMENT ADVISORS | SERVICE PROVIDER | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,084
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 |
|---|---|---|---|---|---|
| 2023 | $215,932 | $5,397 | $195,840 | $13,495 | — |
| 2022 | $178,513 | — | — | — | — |