Plan Snapshot
- Plan Sponsor: Family Counseling Services Of Cortland County, I
- Sponsor EIN: 160975006
- Sponsor Address: 165 MAIN STREET, SUITE A, CORTLAND, NY, 13045
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $6.2M | $277,473 | $339,903 |
| 2023 | 109 | $5.5M | $251,539 | $350,184 |
| 2022 | 108 | $4.4M | $327,251 | $352,864 |
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 |
|---|---|---|---|---|
| DERMODY BURKE & BROWN | 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 | $1,175 | — | $75 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |