Plan Snapshot
- Plan Sponsor: Charles T. Sitrin Health Care Center
- Sponsor EIN: 223100745
- Sponsor Address: 2050 TILDEN AVE., NEW HARTFORD, NY, 13413
- Plan Type: 401(k)
- Total Participants: 538
- Total Assets: $15.3M
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 | 538 | $15.3M | $194,160 | $562,759 |
| 2023 | 540 | $13.8M | $184,228 | $538,280 |
| 2022 | 528 | $13.5M | $193,227 | $557,808 |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — Auditor
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 | $103,261 | — | — | — | — |
| 2023 | $97,153 | — | — | — | — |
| 2022 | $101,486 | $36,254 | $55,822 | — | $9,410 |