Plan Snapshot
- Plan Sponsor: Finger Lakes Premier Properties, INC.
- Sponsor EIN: 161578739
- Sponsor Address: 103 HORIZON PARK DRIVE, PENN YAN, NY, 14527
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 37 | $1.8M | $83,480 | $115,150 |
| 2023 | 124 | $1.6M | $86,664 | $107,495 |
| 2022 | 103 | $1.2M | $71,468 | $108,775 |
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 | NONE | $8,395 | — | $8,395 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $8,290 | — | $8,290 |
| EFPR GROUP CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- EFPR GROUP CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,685
- Estimated Expense Ratio: 0.936% 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 | $16,085 | $8,395 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |