Plan Snapshot
- Plan Sponsor: Center For Disability Services
- Sponsor EIN: 141425851
- Sponsor Address: 314 SOUTH MANNING BLVD, ALBANY, NY, 12208
- Plan Type: 401(k)
- Total Participants: 1,887
- Total Assets: $106.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,887 | $106.3M | $2.4M | $3.4M |
| 2023 | 1,809 | $94.5M | $2.7M | $3.3M |
| 2022 | 2,058 | $80.4M | $2.0M | $3.5M |
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 | $356,304 | $137 | $356,441 |
| HEALTHCARE COMMUNITY SECURITIES | SERVICE PROVIDER | $152,007 | — | $152,007 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEALTHCARE COMMUNITY SECURITIES — SERVICE PROVIDER
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $508,448
- Estimated Expense Ratio: 0.478% 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 | $508,311 | $152,007 | $354,054 | — | — |
| 2023 | $433,626 | $128,819 | $302,457 | — | — |
| 2022 | $427,358 | — | — | — | — |