Plan Snapshot
- Plan Sponsor: Cattaraugus Rehabilitation Center, INC.
- Sponsor EIN: 161291766
- Sponsor Address: 1439 BUFFALO STREET, OLEAN, NY, 147601140
- Plan Type: 401(k)
- Total Participants: 485
- Total Assets: $11.1M
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. |
|---|---|---|---|---|
| 2024 | 485 | $11.1M | $347,027 | $705,291 |
| 2023 | 475 | $10.1M | $277,385 | $491,620 |
| 2022 | 452 | $9.1M | $158,688 | $474,715 |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | NONE | $18,687 | — | $18,687 |
| BRYANS & GRAMUGLIA CPAS, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,687
- Estimated Expense Ratio: 0.168% 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 | $18,687 | — | $18,687 | — | — |
| 2023 | $21,249 | — | $431 | — | — |
| 2022 | $17,005 | — | $17,005 | — | — |