Plan Snapshot
- Plan Sponsor: Density, INC.
- Sponsor EIN: 465559197
- Sponsor Address: 555 SOUTH CLINTON ST, SYRACUSE, NY, 132023023
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 59 | $5.8M | $0 | $944,618 |
| 2023 | 98 | $5.5M | $0 | $1.2M |
| 2022 | 156 | $4.4M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISORY | — | $21,648 | $21,648 |
| CJ CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJ CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,648
- Estimated Expense Ratio: 0.376% 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 | $1,875 | — | $1,875 | — | — |
| 2023 | $1,961 | — | $1,961 | — | — |
| 2022 | $1,960 | — | $1,960 | — | — |