Plan Snapshot
- Plan Sponsor: Coordinated Care Services, INC
- Sponsor EIN: 222573042
- Sponsor Address: WATER TOWER PARK 1099 JAY ST., BLDG, ROCHESTER, NY, 146111153
- Plan Type: 403(b)
- Total Participants: 459
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 459 | $30.3M | $1.2M | $1.5M |
| 2023 | 740 | $29.0M | $1.4M | $1.6M |
| 2022 | 499 | $24.9M | $1.3M | $1.5M |
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 | $16,558 | $1,171 | — | — | — |
| 2023 | $10,201 | $319 | — | — | — |
| 2022 | $17,972 | $3,268 | $14,267 | — | — |