Plan Snapshot
- Plan Sponsor: Daughters Of Sarah Nursing Center, INC. D/B/A Daughters Of Sarah Senio
- Sponsor EIN: 237120570
- Sponsor Address: 180 WASHINGTON AVENUE EXTENSION, ALBANY, NY, 12203
- Plan Type: 403(b)
- Total Participants: 292
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 292 | $8.1M | $315,000 | $432,159 |
| 2023 | 255 | $7.5M | $272,702 | $419,852 |
| 2022 | 258 | $6.7M | $277,202 | $336,078 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., 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 | $57,655 | $57,655 | — | — | — |
| 2023 | $63,137 | $63,137 | — | — | — |
| 2022 | $56,789 | $56,789 | — | — | — |