Plan Snapshot
- Plan Sponsor: Iroquois Nursing Home, INC.
- Sponsor EIN: 161364582
- Sponsor Address: 4600 SOUTHWOOD HEIGHTS DRIVE, JAMESVILLE, NY, 13078
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $3.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $3.5M | $222,347 | $294,950 |
| 2023 | 105 | $3.3M | $72,634 | $185,014 |
| 2022 | 78 | $3.0M | $66,320 | $176,610 |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES 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 | $35,429 | $10,800 | — | — | — |
| 2023 | $26,156 | — | — | — | — |
| 2022 | $24,853 | — | — | — | — |