Plan Snapshot
- Plan Sponsor: Lifeplan Cco Ny, LLC
- Sponsor EIN: 823070045
- Sponsor Address: 258 GENESEE STREET, MEZZANINE LEVEL, UTICA, NY, 13502
- Plan Type: 401(k)
- Total Participants: 991
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 991 | $20.4M | $1.2M | $2.6M |
| 2023 | 888 | $14.2M | $1.0M | $2.0M |
| 2022 | 837 | $9.9M | $827,192 | $1.6M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP. — Auditor
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 | $43,862 | $31,082 | $12,780 | — | — |
| 2023 | $89,725 | $58,805 | $30,920 | — | — |
| 2022 | $68,412 | $43,989 | $24,423 | — | — |