Plan Snapshot
- Plan Sponsor: Denooyer/Metro Auto
- Sponsor EIN: 141542904
- Sponsor Address: 127 WOLF ROAD, ALBANY, NY, 12205
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $10.9M
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 | 318 | $10.9M | $0 | $810,951 |
| 2023 | 263 | $10.0M | $0 | $709,850 |
| 2022 | 260 | $8.3M | $0 | $665,302 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | $35,142 | — | $35,142 |
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $5,868 | — | $5,868 |
| DANNIBLE & MCKEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- DANNIBLE & MCKEE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,010
- Estimated Expense Ratio: 0.375% 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 | $41,010 | $35,142 | $1,071 | — | — |
| 2023 | $35,113 | $23,431 | $763 | — | — |
| 2022 | $1,619 | — | — | — | — |