# Community Financial System, INC. DB Plan
Source: https://planprovider.pro/companies/community-bank-system-inc-plan-001

> Community Financial System, INC.'s DB plan: 2,325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Financial System, INC.

- **Sponsor EIN:** 161213679

- **Sponsor Address:** 5790 WIDEWATERS PKWY, DEWITT, NY, 132141850

- **Plan Type:** DB

- **Total Participants:** 2,325

- **Total Assets:** $273.0M

## 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.|

| 2024|2,325|$273.0M|$4.4M|$0|

| 2023|2,331|$267.5M|$4.3M|$0|

| 2022|2,335|$244.3M|$0|$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|

| DANNIBLE & MCKEE, LLP|Auditor|$386,931|—|$386,931|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DANNIBLE & MCKEE, LLP](https://planprovider.pro/provider/dannible-and-mckee-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $386,931

- **Estimated Expense Ratio:** 0.142% 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|$386,931|—|—|$386,931|—|

| 2023|$354,624|—|—|$354,624|—|

| 2022|$324,544|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/community-bank-system-inc-plan-001)

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