Plan Snapshot
- Plan Sponsor: Chiampou Travis Besaw & Kershner LLP
- Sponsor EIN: 161468002
- Sponsor Address: 45 BRYANT WOODS NORTH, AMHERST, NY, 14228
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $21.7M
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 | 147 | $21.7M | $645,172 | $1.4M |
| 2023 | 148 | $17.9M | $598,874 | $1.3M |
| 2022 | 140 | $14.7M | $368,514 | $1.1M |
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 |
|---|---|---|---|---|
| JEFFREY L OFFHAUS CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JEFFREY L OFFHAUS CPA LLC — 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 | $140,951 | $100,889 | $2,623 | — | — |
| 2023 | $112,132 | $80,590 | $2,447 | — | — |
| 2022 | $107,855 | $75,642 | $32,213 | — | — |