Plan Snapshot
- Plan Sponsor: Comfort Window Co., INC.
- Sponsor EIN: 161263149
- Sponsor Address: 3624 JOHN GLENN BOULEVARD, SYRACUSE, NY, 13209
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $16.4M
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 | 350 | $16.4M | $421,447 | $706,450 |
| 2023 | 337 | $13.8M | $376,811 | $662,292 |
| 2022 | 318 | $12.2M | $321,413 | $599,301 |
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 |
|---|---|---|---|---|
| DANNIBLE & MCKEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANNIBLE & MCKEE, LLP — Auditor
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 | $61,458 | $35,944 | — | — | — |
| 2023 | $51,115 | $30,628 | — | — | — |
| 2022 | $51,767 | $32,826 | $18,941 | — | — |