Plan Snapshot
- Plan Sponsor: Independent Support Services, INC.
- Sponsor EIN: 050535944
- Sponsor Address: 20 CRYSTAL STREET, MONTICELLO, NY, 12701
- Plan Type: 403(b)
- Total Participants: 3,383
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 3,383 | $13.4M | $814,024 | $1.5M |
| 2023 | 3,046 | $10.2M | $691,093 | $1.2M |
| 2022 | 3,009 | $7.5M | $691,768 | $1.1M |
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 |
|---|---|---|---|---|
| WASCHITZ PAVLOFF CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WASCHITZ PAVLOFF CPA 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 | $32,016 | — | — | — | — |
| 2023 | $28,458 | — | — | — | — |
| 2022 | $26,026 | $26,026 | — | — | — |