Plan Snapshot
- Plan Sponsor: Community Care Physicians PLLC
- Sponsor EIN: 141660131
- Sponsor Address: 6 WELLNESS WAY SUITE 201, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 1,837
- Total Assets: $353.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,837 | $353.7M | $11.6M | $13.3M |
| 2023 | 1,917 | $320.7M | $11.0M | $13.1M |
| 2022 | 1,850 | $300.2M | $10.9M | $12.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $225,801 | — | $225,801 |
| ONE DIGITAL TOPCO LLC DBA RESOURCES | NONE | $56,250 | — | $56,250 |
| BONADIO & CO, LLP | Auditor | $26,140 | — | $26,140 |
| BONADIO & CO LLP | NONE | $19,500 | — | $19,500 |
| BST & CO CPAS LLP | NONE | $6,640 | — | $6,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONE DIGITAL TOPCO LLC DBA RESOURCES — NONE
- BONADIO & CO, LLP — Auditor
- BONADIO & CO LLP — NONE
- BST & CO CPAS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $334,331
- Estimated Expense Ratio: 0.095% 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 | $308,741 | $56,250 | — | $26,140 | — |
| 2023 | $253,974 | — | — | — | — |
| 2022 | $257,644 | — | $257,644 | — | — |