Plan Snapshot
- Plan Sponsor: Family Services Of Chemung Cou
- Sponsor EIN: 160743995
- Sponsor Address: 1019 E WATER ST, ELMIRA, NY, 149013332
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $6.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $6.5M | $188,642 | $274,209 |
| 2023 | 156 | $5.7M | $179,148 | $261,382 |
| 2022 | 153 | $5.7M | $170,687 | $253,953 |
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 |
|---|---|---|---|---|
| BONADIO & CO., 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 | $2,847 | — | — | — | — |
| 2023 | $1,433 | — | — | — | — |
| 2022 | $2,285 | — | — | — | — |