Plan Snapshot
- Plan Sponsor: Currier, Mccabe & Associates, INC.
- Sponsor EIN: 222580799
- Sponsor Address: 700 TROY SCHENECTADY RD, LATHAM, NY, 121102460
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $41.5M
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 | 204 | $41.5M | $240,137 | $2.0M |
| 2023 | 208 | $35.4M | $294,684 | $1.9M |
| 2022 | 199 | $31.5M | $273,783 | $1.7M |
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 |
|---|---|---|---|---|
| LUTZ SELIG & ZERONDA, CPAS, LLP | Auditor | — | — | $0 |
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 | $115,419 | $28,370 | $36,777 | — | — |
| 2023 | $54,785 | — | $1,449 | — | — |
| 2022 | $54,496 | — | $54,496 | — | — |