Plan Snapshot
- Plan Sponsor: Elizabeth Wende Breast Care, LLC
- Sponsor EIN: 261124473
- Sponsor Address: 170 SAWGRASS DRIVE, ROCHESTER, NY, 14620
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $29.9M
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 | 150 | $29.9M | $781,607 | $684,883 |
| 2023 | 136 | $27.8M | $741,965 | $666,548 |
| 2022 | 129 | $25.6M | $671,683 | $656,687 |
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 |
|---|---|---|---|---|
| MENGEL METZGER BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL METZGER BARR & 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 | $108,230 | $105,127 | — | — | — |
| 2023 | $94,321 | $91,594 | — | — | — |
| 2022 | $108,624 | — | — | — | — |