Plan Snapshot
- Plan Sponsor: Infusion Upstate Ny, INC.
- Sponsor EIN: 161112200
- Sponsor Address: 2928 WALDEN AVENUE, DEPEW, NY, 14043
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $12.5M
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 | 200 | $12.5M | $529,499 | $1.1M |
| 2023 | 139 | $10.4M | $430,918 | $860,106 |
| 2022 | 122 | $7.6M | $318,568 | $758,373 |
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 |
|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES | 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 | $31,526 | — | $4,455 | — | — |
| 2023 | $47,993 | — | $47,993 | — | — |
| 2022 | $38,526 | — | $38,526 | — | — |