Plan Snapshot
- Plan Sponsor: New View Alliance
- Sponsor EIN: 371895181
- Sponsor Address: 6350 MAIN ST, WILLIAMSVILLE, NY, 142215821
- Plan Type: 403(b)
- Total Participants: 337
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 337 | $10.8M | $419,397 | $878,337 |
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 |
|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES COMPANY | Recordkeeper | $11,326 | — | $11,326 |
| MERRILL LYNCH | Investment Advisor | $6,066 | — | $6,066 |
| M2B RETIREMENT CONSULTING, LLC | Recordkeeper | $5,836 | — | $5,836 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN RETIREMENT SERVICES COMPANY — Recordkeeper
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,228
- Estimated Expense Ratio: 0.215% 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 | $23,227 | — | $23,227 | — | — |