# Learning Disabilities Of Western New York, INC. Dba Beyond Support Net 401(k) Plan
Source: https://planprovider.pro/companies/learning-disabilities-of-western-new-york-inc-dba-beyond-401k-plan

> Learning Disabilities Of Western New York, INC. Dba Beyond Support Net's 401(k) plan: 646 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ubs-financial-services-inc) — 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|—|—|

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