Plan Snapshot
- Plan Sponsor: Feldmeier Equipment, INC.
- Sponsor EIN: 150599364
- Sponsor Address: 6715 ROBERT FELDMEIER PARKWAY, SYRACUSE, NY, 13211
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 373 | $34.5M | $552,264 | $1.8M |
| 2023 | 384 | $34.5M | $616,665 | $1.6M |
| 2022 | 399 | $31.2M | $485,058 | $1.4M |
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 AND 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 | $70,230 | $41,209 | — | — | — |
| 2023 | $72,694 | $41,026 | — | — | — |
| 2022 | $67,205 | $700 | — | — | — |