# Cubrc, INC. DC Plan
Source: https://planprovider.pro/companies/cubrc-inc-plan-002

> Cubrc, INC.'s DC plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — ADVISOR

- [TRONCONI SEGARRA & ASSOCIATES LLP](https://planprovider.pro/provider/tronconi-segarra-and-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|—|—|—|—|

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