Plan Snapshot
- Plan Sponsor: Cathedral Corporation
- Sponsor EIN: 140576820
- Sponsor Address: 632 ELLSWORTH ROAD, ROME, NY, 13441
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $25.5M
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 | 260 | $25.5M | $314,227 | $1.1M |
| 2023 | 235 | $23.9M | $347,966 | $1.1M |
| 2022 | 207 | $21.3M | $401,404 | $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 |
|---|---|---|---|---|
| DANNIBLE & MCKEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANNIBLE & MCKEE, LLP — Auditor
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 | $124,184 | $120,315 | — | — | — |
| 2023 | $112,734 | $109,465 | — | — | — |
| 2022 | $115,491 | — | — | — | — |