Plan Snapshot
- Plan Sponsor: Familycare Medical Group, P.C.
- Sponsor EIN: 161468762
- Sponsor Address: 1001 WEST FAYETTE STREET, SUITE 400, SYRACUSE, NY, 13204
- Plan Type: 401(k)
- Total Participants: 684
- Total Assets: $109.9M
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 | 684 | $109.9M | $2.9M | $3.5M |
| 2023 | 661 | $101.5M | $2.7M | $3.3M |
| 2022 | 649 | $90.4M | $2.3M | $3.0M |
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 |
|---|---|---|---|---|
| FIRLEY MORAN FREER & EASSA, CPA, PC | 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 | $162,162 | $1,241 | $159,171 | — | — |
| 2023 | $140,181 | $140,181 | — | — | — |
| 2022 | $141,696 | $141,696 | — | — | — |