Plan Snapshot
- Plan Sponsor: Cpl Architects, Engineers, Landscape Architect And Survyeor, D.P.C.
- Sponsor EIN: 161283651
- Sponsor Address: 255 WOODCLIFF DRIVE SUITE 200, FAIRPORT, NY, 14450
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $56.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 494 | $56.3M | $1.2M | $4.4M |
| 2023 | 459 | $51.3M | $1.1M | $4.2M |
| 2022 | 430 | $41.5M | $939,529 | $3.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $77,304 | — | $77,304 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $37,000 | — | $37,000 |
| FREED MAXICK PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,304
- Estimated Expense Ratio: 0.203% 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 | $117,491 | $46,250 | $12,056 | — | — |
| 2023 | $102,453 | $37,000 | $65,178 | — | — |
| 2022 | $90,196 | $27,750 | $61,991 | — | — |