Plan Snapshot
- Plan Sponsor: Mid-Erie Mental Health Services, INC.
- Sponsor EIN: 161017709
- Sponsor Address: 1526 WALDEN AVE, CHEEKTOWAGA, NY, 142254985
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $7.4M
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 | 202 | $7.4M | $256,097 | $510,560 |
| 2023 | 207 | $6.0M | $252,701 | $445,099 |
| 2022 | 195 | $5.3M | $225,941 | $412,553 |
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 |
|---|---|---|---|---|
| LUMSDEN & MCCORMICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUMSDEN & MCCORMICK, 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 | $24,658 | $16,064 | — | — | — |
| 2023 | $21,516 | $13,992 | — | — | — |
| 2022 | $20,049 | $438 | — | — | — |