Plan Snapshot
- Plan Sponsor: Eye Care For The Adirondacks Associates In Ophthalmology, P.C.
- Sponsor EIN: 161415081
- Sponsor Address: 450 MARGARET STREET, PLATTSBURGH, NY, 12901
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $12.7M
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 | 84 | $12.7M | $257,442 | $333,967 |
| 2023 | 82 | $11.4M | $300,338 | $334,724 |
| 2022 | 106 | $10.2M | $274,505 | $327,698 |
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 |
|---|---|---|---|---|
| BST & CO., CPA'S, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BST & CO., CPA'S, 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 | $55,072 | — | $55,072 | — | — |
| 2023 | $47,858 | — | — | — | — |
| 2022 | $45,185 | — | — | — | $45,185 |