Plan Snapshot
- Plan Sponsor: Center For Spectrum Services
- Sponsor EIN: 141604884
- Sponsor Address: 70 KUKUK LANE, KINGSTON, NY, 12401
- Plan Type: DC
- Plan Number: 001
- Total Participants: 127
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $5.5M | $600,000 | $0 |
| 2023 | 127 | $6.1M | $500,000 | $0 |
| 2022 | 123 | $5.6M | $350,000 | $0 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | Investment Advisor | $36,796 | — | $36,796 |
| HELLER PENSION ASSOC., INC. | Recordkeeper | $14,710 | — | $14,710 |
| CARON & BLETZER, PLLC | Auditor | $14,183 | — | $14,183 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,689
- Estimated Expense Ratio: 1.196% 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 | $67,357 | $67,357 | — | — | — |
| 2023 | $62,892 | $62,892 | — | — | — |
| 2022 | $50,965 | $50,965 | — | — | — |