# Complemar Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/complemar-partners-inc-plan

> Complemar Partners, INC.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Complemar Partners, INC.

- **Sponsor EIN:** 201225180

- **Sponsor Address:** 500 LEE ROAD, ROCHESTER, NY, 14506

- **Plan Type:** 401(k)

- **Total Participants:** 108

- **Total Assets:** $2.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|108|$2.3M|-$1,708|$244,915|

| 2023|134|$2.4M|$0|$318,266|

| 2022|163|$2.4M|$0|$351,221|

## 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|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT/FINANCIAL ADVI|$12,259|—|$12,259|

| ADP, INC.|RECORD KEEPER|$6,436|—|$6,436|

| MENGEL METZGER AND BARR|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MENGEL METZGER AND BARR](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,695

- **Estimated Expense Ratio:** 0.807% 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|$18,696|$12,260|—|—|—|

| 2023|$22,185|$11,989|—|—|—|

| 2022|$33,171|—|—|—|—|

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