Plan Snapshot
- Plan Sponsor: Century Mold Co., INC.
- Sponsor EIN: 161128471
- Sponsor Address: 25 VANTAGE POINT DRIVE, ROCHESTER, NY, 14624
- Plan Type: 401(k)
- Total Participants: 467
- Total Assets: $25.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 467 | $25.6M | $258,913 | $1.8M |
| 2023 | 448 | $22.4M | $280,526 | $1.7M |
| 2022 | 422 | $17.6M | $277,657 | $1.6M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $60,371 | — | $60,371 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $46,990 | — | $46,990 |
| INSERO & COMPANY CPAS, LLP | ACCOUNTANT | $12,700 | — | $12,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- INSERO & COMPANY CPAS, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,061
- Estimated Expense Ratio: 0.468% 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 | $120,061 | $46,990 | — | $12,700 | — |
| 2023 | $128,171 | $45,843 | — | $12,100 | — |
| 2022 | $127,592 | — | — | — | — |