Plan Snapshot
- Plan Sponsor: Journey'S End Refugee Services, INC.
- Sponsor EIN: 161242203
- Sponsor Address: 2495 MAIN STREET, BUFFALO, NY, 142142135
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 126
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 126 | $3.6M | $591,789 | $185,034 |
| 2023 | 133 | $2.6M | $469,566 | $150,424 |
| 2022 | 72 | $1.8M | $227,105 | $110,823 |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | 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 | — | — | — | — | — |
| 2023 | $117,100 | — | — | — | — |
| 2022 | $108,200 | — | — | — | — |