Plan Snapshot
- Plan Sponsor: Edinfocom Corp
- Sponsor EIN: 201117980
- Sponsor Address: 5792 MAIN ST, WILLIAMSVILLE, NY, 142215702
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 45
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 45 | $1.1M | $49,510 | $86,316 |
| 2023 | 44 | $924,745 | $50,706 | $73,706 |
| 2022 | 47 | $730,321 | $47,995 | $61,827 |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $9,782 | — | $9,782 |
| PAYCHEX, INC. | Recordkeeper | $7,594 | — | $7,594 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,376
- Estimated Expense Ratio: 1.534% 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 | $17,977 | $9,783 | $7,334 | — | — |
| 2023 | $16,158 | $7,978 | $7,320 | — | — |
| 2022 | $175,807 | — | — | — | — |