Plan Snapshot
- Plan Sponsor: Hinman, Howard & Kattell, LLP
- Sponsor EIN: 150561878
- Sponsor Address: 80 EXCHANGE STREET, BINGHAMTON, NY, 13901
- Plan Type: DC
- Total Participants: 143
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 143 | $50.3M | $389,195 | $1.1M |
| 2023 | 145 | $45.2M | $372,020 | $1.0M |
| 2022 | 196 | $40.3M | $323,990 | $940,437 |
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 |
|---|---|---|---|---|
| PIAKER & LYONS, P.C. | 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 | $106,966 | $98,532 | — | — | — |
| 2023 | $108,200 | — | $105,858 | — | — |
| 2022 | $68,210 | $66,019 | — | — | — |