# Currier, Mccabe & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/currier-mccabe-associates-inc-401k-plan

> Currier, Mccabe & Associates, INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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