Plan Snapshot
- Plan Sponsor: Finger Lakes United Cerebral Palsy, INC.
- Sponsor EIN: 160965912
- Sponsor Address: 731 PRE-EMPTION ROAD, GENEVA, NY, 14456
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 795
- Total Assets: $23.3M
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 | 795 | $23.3M | $392,955 | $693,273 |
| 2023 | 603 | $21.0M | $0 | $724,559 |
| 2022 | 678 | $19.6M | $421,286 | $695,507 |
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 |
|---|---|---|---|---|
| BONADIO & CO LLP | 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 | $66,267 | — | — | — | — |
| 2023 | $113,787 | — | — | — | — |
| 2022 | $3,072 | — | $3,072 | — | — |