Plan Snapshot
- Plan Sponsor: Learning Disabilities Of Western New York, INC. Dba Beyond Support Net
- Sponsor EIN: 161118050
- Sponsor Address: 2495 MAIN STREET, SUITE 342, BUFFALO, NY, 14214
- Plan Type: 401(k)
- Total Participants: 646
- Total Assets: $7.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 646 | $7.8M | $370,979 | $655,036 |
| 2023 | 580 | $6.1M | $157,561 | $524,473 |
| 2022 | 604 | $4.9M | $145,780 | $424,313 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | INVESTMENT ADVISOR | $29,888 | — | $29,888 |
| KP LYNCH CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,888
- Estimated Expense Ratio: 0.385% 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 | $33,978 | $29,888 | $4,090 | — | — |
| 2023 | $32,066 | $25,735 | — | — | — |
| 2022 | $2,480 | — | $2,480 | — | — |