Plan Snapshot
- Plan Sponsor: Christopher Community, INC.
- Sponsor EIN: 161006727
- Sponsor Address: 990 JAMES STREET, SYRACUSE, NY, 13203
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $3.1M
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 | 172 | $3.1M | $221,272 | $361,836 |
| 2023 | 159 | $2.5M | $214,055 | $353,798 |
| 2022 | 158 | $1.6M | $193,614 | $343,297 |
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 |
|---|---|---|---|---|
| NBT BANK, N.A. | NONE | $23,002 | — | $23,002 |
| BONADIO & CO., LLP | NONE | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NBT BANK, N.A. — NONE
- BONADIO & CO., LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,502
- Estimated Expense Ratio: 0.994% 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 | $30,501 | — | — | $7,500 | — |
| 2023 | $29,456 | $12,000 | — | — | — |
| 2022 | $16,533 | — | — | — | — |