Plan Snapshot
- Plan Sponsor: Cubrc, INC.
- Sponsor EIN: 222505934
- Sponsor Address: 4455 GENESEE ST, BUFFALO, NY, 14225
- Plan Type: DC
- Total Participants: 210
- Total Assets: $49.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 210 | $49.6M | $1.9M | $2.0M |
| 2023 | 191 | $42.5M | $1.8M | $2.0M |
| 2022 | 173 | $33.5M | $1.7M | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $70,336 | — | $70,336 |
| EQUITABLE ADVISORS LLC | ADVISOR | $38,000 | — | $38,000 |
| TRONCONI SEGARRA & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EQUITABLE ADVISORS LLC — ADVISOR
- TRONCONI SEGARRA & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,336
- Estimated Expense Ratio: 0.218% 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 | $108,336 | $38,000 | — | — | — |
| 2023 | $98,423 | $38,000 | — | — | — |
| 2022 | $97,769 | — | — | — | — |