Plan Snapshot
- Plan Sponsor: Efpr Group LLP
- Sponsor EIN: 472070220
- Sponsor Address: 100 SOUTH CLINTON AVENUE, ROCHESTER, NY, 146041801
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 146 | $33.7M | $844,718 | $1.7M |
| 2023 | 158 | $30.5M | $798,110 | $1.7M |
| 2022 | 154 | $26.5M | $747,489 | $1.5M |
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 |
|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH & CO PC | Auditor | — | — | $0 |
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 | $52,840 | — | $6,964 | — | — |
| 2023 | $49,910 | $25,000 | $3,650 | — | — |
| 2022 | $48,182 | $24,994 | $22,963 | — | — |