Plan Snapshot
- Plan Sponsor: Eric Mower And Associates, INC. Dba Mower
- Sponsor EIN: 150613861
- Sponsor Address: 211 W. JEFFERSON STREET, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $28.8M
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 | 124 | $28.8M | $132,008 | $1.2M |
| 2023 | 116 | $28.8M | $134,606 | $1.2M |
| 2022 | 137 | $24.1M | $131,998 | $1.1M |
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 |
|---|---|---|---|---|
| AAAA BENEFITS, INC. | N/A | $25,023 | — | $25,023 |
| GROSSMAN ST. AMOUR CPAS, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,023
- Estimated Expense Ratio: 0.087% 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 | $25,023 | — | $25,023 | — | — |
| 2023 | $17,620 | — | $17,620 | — | — |
| 2022 | $19,045 | — | $19,045 | — | — |