Plan Snapshot
- Plan Sponsor: Datrose, INC.
- Sponsor EIN: 161078966
- Sponsor Address: 660 BASKET ROAD, WEBSTER, NY, 14580
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $4.1M
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 | 113 | $4.1M | $0 | $98,222 |
| 2023 | 137 | $3.7M | $0 | $139,572 |
| 2022 | 192 | $3.3M | $0 | $173,482 |
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 |
|---|---|---|---|---|
| DEJOY & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEJOY & CO. CPAS, LLP — Auditor
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 | $131,395 | — | $10,896 | — | — |
| 2023 | $398,012 | — | $10,796 | — | — |
| 2022 | $11,095 | — | — | — | — |