Plan Snapshot
- Plan Sponsor: Costanzo'S Bakery, LLC
- Sponsor EIN: 161077221
- Sponsor Address: 30 INNSBRUCK DR, CHEEKTOWAGA, NY, 142272736
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 144 | $6.4M | $300,990 | $575,277 |
| 2023 | 161 | $5.2M | $53,040 | $409,860 |
| 2022 | 152 | $4.3M | $49,024 | $398,666 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $32,600 | $15,165 | $17,435 | — | — |
| 2023 | $24,517 | $11,605 | $12,912 | — | — |
| 2022 | $25,576 | $12,150 | $13,426 | — | — |