Plan Snapshot
- Plan Sponsor: Gateway Community Industries 403(B) Tda
- Sponsor EIN: 141458757
- Sponsor Address: 1 AMY KAY PARKWAY, KINGSTON, NY, 124016446
- Plan Type: 403(b)
- Total Participants: 150
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 150 | $9.6M | $144,266 | $135,496 |
| 2023 | 158 | $8.8M | $147,827 | $131,552 |
| 2022 | 166 | $7.6M | $141,129 | $149,055 |
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 |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO. LLP — Auditor
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 | $7,944 | — | — | — | — |
| 2023 | $5,754 | — | — | — | — |
| 2022 | $4,144 | — | — | — | — |