Plan Snapshot
- Plan Sponsor: Ff Thompson Health Systems INC
- Sponsor EIN: 160743024
- Sponsor Address: 350 PARRISH STREET, CANANDAIGUA, NY, 14424
- Plan Type: 401(k)
- Total Participants: 2,093
- Total Assets: $123.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 2,093 | $123.0M | $3.6M | $7.2M |
| 2023 | 2,021 | $111.0M | $3.2M | $6.5M |
| 2022 | 1,831 | $89.9M | $3.0M | $6.0M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $132,218 | — | $132,218 |
| WADE SARKIS | FINANCIAL ADVISOR | $56,000 | — | $56,000 |
| TOUCHSTONE RETIREMENT GROUP | SERVICE PROVIDER | $29,250 | — | $29,250 |
| BONADIO & CO.,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- BONADIO & CO.,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,468
- Estimated Expense Ratio: 0.177% 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 | $231,942 | — | — | — | — |
| 2023 | $165,462 | — | $165,462 | — | — |
| 2022 | $158,829 | — | $158,829 | — | — |