Plan Snapshot
- Plan Sponsor: Child & Family Services Of Erie County
- Sponsor EIN: 161004825
- Sponsor Address: 330 DELAWARE AVENUE, BUFFALO, NY, 14202
- Plan Type: 403(b)
- Total Participants: 796
- Total Assets: $40.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 796 | $40.1M | $1.2M | $2.0M |
| 2023 | 793 | $34.1M | $1.1M | $1.8M |
| 2022 | 721 | $27.9M | $1.0M | $1.5M |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | 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 | $163,170 | — | $163,170 | — | — |
| 2023 | $63,420 | — | $63,420 | — | — |
| 2022 | $59,464 | $94 | $59,086 | — | — |