# Feldmeier Equipment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/feldmeier-equipment-inc-401k-plan

> Feldmeier Equipment, INC.'s 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LAWLEY RETIREMENT ADVISORS LLC|ADVISOR|$40,000|—|$40,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,021|—|$29,021|

| FIRLEY MORAN FREER AND EASSA CPA PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,021

- **Estimated Expense Ratio:** 0.200% of plan assets

### 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|—|—|—|

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