Plan Snapshot
- Plan Sponsor: Clintons Ditch Cooperative Company, INC.
- Sponsor EIN: 160926423
- Sponsor Address: 8478 PARDEE ROAD, CICERO, NY, 13039
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $15.4M
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 | 173 | $15.4M | $781,824 | $714,716 |
| 2023 | 176 | $12.7M | $727,685 | $665,728 |
| 2022 | 143 | $11.0M | $549,330 | $494,215 |
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 |
|---|---|---|---|---|
| EVANS AND BENNETT, 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 | $4,100 | — | — | — | — |
| 2023 | $4,375 | — | — | — | — |
| 2022 | $2,425 | — | — | — | — |