Plan Snapshot
- Plan Sponsor: Kistler Instrument Corporation
- Sponsor EIN: 160991726
- Sponsor Address: 75 JOHN GLENN DR, AMHERST, NY, 142282171
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $22.4M
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 | 137 | $22.4M | $522,178 | $1.1M |
| 2023 | 128 | $21.2M | $436,998 | $950,373 |
| 2022 | 125 | $18.9M | $400,165 | $899,876 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $76,099 | — | $76,099 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | — | $41,921 | $41,921 |
| BROCK, SCHECHTER & POLAK | ACCOUNTANT | $11,600 | — | $11,600 |
| BROCK, SCHECHTER & POLAKOFF, LLP | Auditor | $11,600 | — | $11,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,220
- Estimated Expense Ratio: 0.631% 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 | $87,699 | — | $76,099 | $11,600 | — |
| 2023 | $69,087 | — | $69,087 | — | — |
| 2022 | $67,621 | — | $67,621 | — | — |