Plan Snapshot
- Plan Sponsor: D'Arcangelo & Co., LLP
- Sponsor EIN: 132550103
- Sponsor Address: 200 EAST GARDEN STREET, ROME, NY, 134424300
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $30.4M
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 | 77 | $30.4M | $368,594 | $510,760 |
| 2023 | 58 | $28.0M | $364,218 | $496,534 |
| 2022 | 56 | $24.9M | $389,028 | $490,307 |
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 |
|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, LLC | Recordkeeper | $41,809 | — | $41,809 |
| D'ARCANGELO & CO., LLP | Investment Advisor | $40,319 | — | $40,319 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D'ARCANGELO & CO., LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,128
- Estimated Expense Ratio: 0.270% 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 | $82,178 | — | $40,319 | — | — |
| 2023 | $71,475 | $35,155 | — | — | — |
| 2022 | $69,414 | $34,555 | $34,859 | — | — |