Plan Snapshot
- Plan Sponsor: Glaziers & Glassworkers Local 660 Individual Account Plan
- Sponsor EIN: 160921100
- Sponsor Address: 585 AERO DRIVE, CHEEKTOWAGA, NY, 142251442
- Plan Type: DC
- Total Participants: 391
- Total Assets: $30.0M
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 | 391 | $30.0M | $1.3M | $0 |
| 2023 | 469 | $26.9M | $1.4M | $0 |
| 2022 | 514 | $22.9M | $1.8M | $0 |
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 |
|---|---|---|---|---|
| APPOLLO WEALTH MANAGEMENT, LLC | NONE | $61,712 | — | $61,712 |
| BENEFIT PLANS ADMINISTRATIVE SVCS | NONE | $58,899 | — | $58,899 |
| TRONCONI SEGARRA & ASSOCIATES LLP | NONE | $17,050 | — | $17,050 |
| PDC NO. 4 HEALTH & WELFARE TRUST | AFFILIATE OF PLAN SPONSOR | $7,200 | — | $7,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,861
- Estimated Expense Ratio: 0.483% 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 | $156,511 | $103,646 | — | $17,050 | — |
| 2023 | $151,975 | $89,349 | — | $14,900 | — |
| 2022 | $140,859 | $85,211 | — | — | $19,693 |