Plan Snapshot
- Plan Sponsor: Cny Fertility, PLLC
- Sponsor EIN: 943220415
- Sponsor Address: 195 INTREPID LANE, SYRACUSE, NY, 13205
- Plan Type: 401(k)
- Total Participants: 572
- Total Assets: $20.2M
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 | 572 | $20.2M | $484,639 | $1.7M |
| 2023 | 496 | $16.6M | $471,722 | $1.5M |
| 2022 | 436 | $13.5M | $422,610 | $1.3M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $42,689 | — | $42,689 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $7,970 | — | $7,970 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,659
- Estimated Expense Ratio: 0.251% 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 | $50,659 | $42,689 | — | — | — |
| 2023 | $41,041 | $35,629 | — | — | — |
| 2022 | $10,791 | — | — | — | — |