Plan Snapshot
- Plan Sponsor: Crouse Medical Practice, PLLC
- Sponsor EIN: 800548096
- Sponsor Address: 739 IRVING AVE, SYRACUSE, NY, 13210
- Plan Type: 401(k)
- Total Participants: 457
- Total Assets: $43.5M
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 | 457 | $43.5M | $1.5M | $3.2M |
| 2023 | 378 | $34.2M | $1.1M | $2.4M |
| 2022 | 342 | $27.3M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| ONE DIGITAL TOP CO LLC | Recordkeeper | — | $26,868 | $26,868 |
| BPAS | Recordkeeper | — | $18,524 | $18,524 |
| VOYA RETIREMENT ADVISORS | Investment Advisor | $12,023 | — | $12,023 |
| CARON AND BLETZER PLLC | Auditor | $12,000 | — | $12,000 |
| THOMPSON HINE LLP | ERISA Attorney | $9,453 | — | $9,453 |
| UBS FINANCIAL SERVICES INC | Recordkeeper | — | $6,667 | $6,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONE DIGITAL TOP CO LLC — Recordkeeper
- BPAS — Recordkeeper
- CARON AND BLETZER PLLC — Auditor
- THOMPSON HINE LLP — ERISA Attorney
- UBS FINANCIAL SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,535
- Estimated Expense Ratio: 0.197% 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 | $19,431 | — | — | — | — |
| 2023 | $13,279 | — | — | — | — |
| 2022 | $13,164 | — | — | — | — |