Plan Snapshot
- Plan Sponsor: Mercy Health & Rehabilitation Center Nursing Home Co., INC
- Sponsor EIN: 237082561
- Sponsor Address: 3 SAINT ANTHONY ST, AUBURN, NY, 130214525
- Plan Type: DB
- Total Participants: 20
- Total Assets: $717,401
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 20 | $717,401 | $100,390 | $0 |
| 2023 | 20 | $608,670 | $104,232 | $0 |
| 2022 | 22 | $870,547 | $112,892 | $0 |
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 | $11,605 | — | $11,605 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,605
- Estimated Expense Ratio: 1.618% 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 | $65,342 | $5,930 | — | $11,605 | — |
| 2023 | $113,388 | $7,296 | — | $10,975 | — |
| 2022 | $88,668 | $14,974 | — | — | $73,694 |