# Cazenovia Recovery Systems, In 401(k) Plan
Source: https://planprovider.pro/companies/cazenovia-recovery-systems-in-401k-plan

> Cazenovia Recovery Systems, In's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cazenovia Recovery Systems, In

- **Sponsor EIN:** 222314610

- **Sponsor Address:** 2495 MAIN ST STE 417, BUFFALO, NY, 142142152

- **Plan Type:** 401(k)

- **Total Participants:** 183

- **Total Assets:** $2.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|183|$2.7M|$221,605|$334,224|

| 2023|169|$2.2M|$198,933|$296,822|

| 2022|172|$1.5M|$115,208|$209,213|

## 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|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-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|$2,869|—|—|—|—|

| 2023|$1,182|—|—|—|—|

| 2022|$1,545|—|—|—|—|

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