Plan Snapshot
- Plan Sponsor: Campus Construction Management Group INC.
- Sponsor EIN: 263863039
- Sponsor Address: 1241 PITTSFORD VICTOR RD, PITTSFORD, NY, 145349558
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $11.4M
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. |
|---|---|---|---|---|
| 2024 | 125 | $11.4M | $367,948 | $952,312 |
| 2023 | 122 | $9.0M | $276,548 | $793,563 |
| 2022 | 105 | $8.1M | $185,892 | $687,548 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $64,882 | — | $64,882 |
| LAWLEY-COURIER ADVISORS, LLC | Investment Advisor | — | $29,823 | $29,823 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,705
- Estimated Expense Ratio: 0.831% 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 | $64,882 | — | $64,882 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |