# Center For Spectrum Services DC Plan
Source: https://planprovider.pro/companies/center-for-spectrum-services-141604884-001

> Center For Spectrum Services's DC plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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