Plan Snapshot
- Plan Sponsor: Della Buick Gmc Cadillac, INC.
- Sponsor EIN: 141707758
- Sponsor Address: 313 QUAKER RD., QUEENSBURY, NY, 12804
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $9.0M
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 | 276 | $9.0M | $148,507 | $731,426 |
| 2023 | 264 | $8.0M | $260,671 | $625,831 |
| 2022 | 216 | $7.0M | $106,588 | $652,525 |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $27,184 | — | $27,184 |
| WITHUM SMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,184
- Estimated Expense Ratio: 0.301% 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 | $29,435 | $2,251 | — | — | — |
| 2023 | $25,787 | $1,305 | — | — | — |
| 2022 | $25,094 | — | $25,094 | — | — |