Plan Snapshot
- Plan Sponsor: Community Wellness Partners, INC.
- Sponsor EIN: 161536239
- Sponsor Address: 110 UTICA ROAD, CLINTON, NY, 13323
- Plan Type: 403(b)
- Total Participants: 605
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 605 | $11.2M | $148,173 | $541,020 |
| 2023 | 640 | $10.2M | $126,979 | $449,999 |
| 2022 | 718 | $8.9M | $135,242 | $446,234 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., 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 | $69,144 | $32,728 | — | — | — |
| 2023 | $62,343 | $49,815 | $11,927 | — | — |
| 2022 | $68,303 | $50,182 | $16,793 | — | — |