Plan Snapshot
- Plan Sponsor: Communication Workers Of America, Afl-Cio Local 1170
- Sponsor EIN: 161561026
- Sponsor Address: 1451 LAKE AVENUE, ROCHESTER, NY, 14615
- Plan Type: DC
- Plan Number: 001
- Total Participants: 224
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 224 | $44.5M | $1.5M | $0 |
| 2022 | 235 | $41.5M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| BURKE GROUP | Other Service Provider | $63,895 | — | $63,895 |
| APOLLO WEALTH MANAGEMENT | Other Service Provider | $62,203 | — | $62,203 |
| EFPR GROUP, CPAS, PLLC | Auditor | $12,684 | — | $12,684 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,782
- Estimated Expense Ratio: 0.312% 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 |
|---|---|---|---|---|---|
| 2023 | $138,782 | $62,203 | $63,895 | — | — |
| 2022 | $133,005 | $64,000 | $67,217 | — | $1,788 |