Plan Snapshot
- Plan Sponsor: Cny Family Care, LLP
- Sponsor EIN: 161561865
- Sponsor Address: 4939 BRITTONFIELD PARKWAY, EAST SYRACUSE, NY, 130570000
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $35.8M
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 | 160 | $35.8M | $1.1M | $904,286 |
| 2023 | 158 | $33.2M | $1.0M | $926,174 |
| 2022 | 157 | $27.7M | $977,919 | $892,844 |
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 |
|---|---|---|---|---|
| FIRLEY MORAN FREER & EASSA CPA | 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 | $10,229 | — | — | — | — |
| 2023 | $16,087 | — | — | — | — |
| 2022 | $5,144 | — | — | — | — |