Plan Snapshot
- Plan Sponsor: Cgsr, INC. Dba Meadowbrook Healthcare
- Sponsor EIN: 061363442
- Sponsor Address: 154 PROSPECT AVENUE, PLATTSBURGH, NY, 12901
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 162 | $14.6M | $67,762 | $534,484 |
| 2023 | 181 | $14.6M | $101,678 | $665,354 |
| 2022 | 201 | $12.8M | $117,574 | $691,811 |
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 |
|---|---|---|---|---|
| HMM & CO., LLP | Auditor | — | — | $0 |
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 | $41,476 | $40,226 | $1,000 | — | — |
| 2023 | $38,946 | — | — | — | — |
| 2022 | $37,089 | — | $37,089 | — | — |