Plan Snapshot
- Plan Sponsor: John Mezzalingua Associates LLC D/B
- Sponsor EIN: 900913004
- Sponsor Address: 7645 HENRY CLAY BOULEVARD, LIVERPOOL, NY, 13088
- Plan Type: 401(k)
- Total Participants: 537
- Total Assets: $45.5M
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 | 537 | $45.5M | $1.0M | $4.6M |
| 2023 | 581 | $37.7M | $1.6M | $4.8M |
| 2022 | 696 | $29.5M | $1.4M | $4.1M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $18,137 | — | $18,137 |
| MORNINGSTAR | SERVICE PROVIDER | — | $6,115 | $6,115 |
| BONADIO & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- BONADIO & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,252
- Estimated Expense Ratio: 0.053% of plan assets
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 | $18,723 | $373 | $15,850 | — | — |
| 2023 | $23,650 | — | $21,200 | — | — |
| 2022 | $10,350 | — | — | — | — |