# Neighborhood Health Center Of Wny, INC. 401(k) Plan
Source: https://planprovider.pro/companies/neighborhood-health-center-of-wny-inc-401k-plan

> Neighborhood Health Center Of Wny, INC.'s 401(k) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neighborhood Health Center Of Wny, INC.

- **Sponsor EIN:** 161294447

- **Sponsor Address:** 155 LAWN AVENUE, BUFFALO, NY, 142071618

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

- **Total Participants:** 376

- **Total Assets:** $11.7M

## 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|376|$11.7M|$314,303|$1.5M|

| 2023|354|$9.5M|$258,743|$1.3M|

| 2022|348|$7.9M|$236,089|$1.2M|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|INVESTMENT ADVISORY|$32,499|$11|$32,510|

| PRINCIPAL LIFE INSURANCE COMPANY|RECORDKEEPER|$31,414|—|$31,414|

| SECURITY ADMINISTRATORS INC.|CONTRACT ADMINISTRATOR|$12,920|$4,138|$17,058|

| JEFFREY L. OFFHAUS CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JEFFREY L. OFFHAUS CPA, LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,982

- **Estimated Expense Ratio:** 0.689% 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|$76,838|$32,504|$12,920|—|—|

| 2023|$60,143|$28,779|$5,718|—|—|

| 2022|$44,776|$25,320|$19,456|—|—|

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