Plan Snapshot
- Plan Sponsor: Dopkins & Company, LLP
- Sponsor EIN: 160929175
- Sponsor Address: 200 INTERNATIONAL DRIVE, BUFFALO, NY, 142215794
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $29.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $29.3M | $145,891 | $841,872 |
| 2023 | 82 | $28.3M | $150,048 | $895,821 |
| 2022 | 86 | $24.6M | $143,907 | $786,023 |
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 |
|---|---|---|---|---|
| INSERO & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & 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 | $56,237 | — | $33,181 | — | — |
| 2023 | $49,734 | $18,488 | $29,524 | — | — |
| 2022 | $53,160 | — | $43,378 | — | $9,782 |