Plan Snapshot
- Plan Sponsor: Holy Cross Head Start, INC.
- Sponsor EIN: 222659648
- Sponsor Address: 150 MARYLAND ST, BUFFALO, NY, 142011831
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 180 | $6.4M | $541,133 | $157,372 |
| 2023 | 170 | $5.3M | $204,106 | $130,042 |
| 2022 | 150 | $4.7M | $2,457 | $130,624 |
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 |
|---|---|---|---|---|
| SZYMKOWIAK & ASSOCIATES CPAS, PC | 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 | $3,039 | — | — | — | — |
| 2023 | $1,440 | — | — | — | — |
| 2022 | $2,455 | — | — | — | — |