Plan Snapshot
- Plan Sponsor: Employer Services Corporation
- Sponsor EIN: 161479373
- Sponsor Address: 20 PINEVIEW DR., AMHERST, NY, 14228
- Plan Type: 401(k)
- Total Participants: 3,039
- Total Assets: $133.7M
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 | 3,039 | $133.7M | $3.9M | $9.8M |
| 2023 | 2,955 | $133.5M | $3.4M | $9.5M |
| 2022 | 3,139 | $105.4M | $3.2M | $8.3M |
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 |
|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES, LLP | 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 | $661,457 | — | $642,457 | — | — |
| 2023 | $566,016 | — | $566,016 | — | — |
| 2022 | $564,877 | — | $564,877 | — | — |