# Mental Health Services Of Erie 401(k) Plan
Source: https://planprovider.pro/companies/mental-health-services-of-erie-county-south-east-corporation-v-dba-spe-401k-plan

> Mental Health Services Of Erie's 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mental Health Services Of Erie

- **Sponsor EIN:** 161019944

- **Sponsor Address:** 227 THORN AVENUE, ORCHARD PARK, NY, 14127

- **Plan Type:** 401(k)

- **Total Participants:** 329

- **Total Assets:** $14.8M

## 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|329|$14.8M|$641,290|$932,339|

| 2023|313|$13.5M|$600,709|$838,299|

| 2022|324|$12.0M|$660,290|$951,179|

## 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, INC.|INVESTMENT/FINANCIAL ADVI|$9,613|—|$9,613|

| ADP, INC.|RECORD KEEPER|$6,440|—|$6,440|

| DOPKINS & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DOPKINS & COMPANY LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,053

- **Estimated Expense Ratio:** 0.108% 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|$16,054|$9,613|—|—|—|

| 2023|$75,603|$41,017|—|—|—|

| 2022|$75,118|—|$75,118|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mental-health-services-of-erie-county-south-east-corporation-v-dba-spe-401k-plan)

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