Plan Snapshot
- Plan Sponsor: New York Central Mutual Fire Insurance Co.
- Sponsor EIN: 150398170
- Sponsor Address: 1899 CENTRAL PLZ E, EDMESTON, NY, 133351828
- Plan Type: 401(k)
- Total Participants: 943
- Total Assets: $82.5M
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 | 943 | $82.5M | $200,945 | $5.8M |
| 2023 | 876 | $75.1M | $0 | $5.2M |
| 2022 | 854 | $63.0M | $0 | $4.8M |
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 | $91,438 | — | $91,438 | — | — |
| 2023 | $86,103 | — | $86,103 | — | — |
| 2022 | $80,188 | — | $80,188 | — | — |