Plan Snapshot
- Plan Sponsor: Monroe Community College Association INC
- Sponsor EIN: 160863558
- Sponsor Address: 1000 EAST HENRIETTA RD, ROCHESTER, NY, 146235780
- Plan Type: 403(b)
- Total Participants: 37
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 37 | $11.0M | $126,221 | $90,356 |
| 2023 | 34 | $9.9M | $117,873 | $82,954 |
| 2022 | 36 | $8.7M | $128,044 | $88,129 |
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 |
|---|---|---|---|---|
| BOWERS & COMPANY CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWERS & COMPANY CPAS PLLC — 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 | $1,325 | — | $1,325 | — | — |
| 2023 | $713 | — | $713 | — | — |
| 2022 | $272 | — | $272 | — | — |