Plan Snapshot
- Plan Sponsor: Inns Of Aurora, LLC
- Sponsor EIN: 460852181
- Sponsor Address: 391 MAIN STREET, AURORA, NY, 13026
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 161 | $3.4M | $162,941 | $378,673 |
| 2023 | 169 | $2.9M | $155,377 | $319,827 |
| 2022 | 125 | $2.1M | $113,131 | $258,187 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., 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 | $54,350 | — | $54,350 | — | — |
| 2023 | $40,634 | — | $40,634 | — | — |
| 2022 | $20,425 | — | $20,425 | — | — |