Plan Snapshot
- Plan Sponsor: East House Corporation
- Sponsor EIN: 160926404
- Sponsor Address: 259 MONROE AVE, STE 200, ROCHESTER, NY, 14607
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $9.3M
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 | 173 | $9.3M | $156,260 | $522,201 |
| 2023 | 195 | $8.3M | $236,485 | $491,511 |
| 2022 | 204 | $6.8M | $236,176 | $499,273 |
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 | $13,500 | — | $13,500 | — | — |
| 2023 | $9,450 | — | $9,450 | — | — |
| 2022 | $9,300 | — | $9,300 | — | — |