Plan Snapshot
- Plan Sponsor: Nichols School Of Buffalo
- Sponsor EIN: 160755808
- Sponsor Address: 1250 AMHERST STREET, BUFFALO, NY, 14216
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $45.2M
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. |
|---|---|---|---|---|
| 2025 | 142 | $45.2M | $0 | $0 |
| 2024 | 144 | $42.6M | $0 | $0 |
| 2023 | 138 | $39.3M | $0 | $0 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUMSDEN & MCCORMICK — 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 |
|---|---|---|---|---|---|
| 2025 | $15,679 | — | $15,679 | — | — |
| 2024 | $32,554 | — | $32,554 | — | — |
| 2023 | $27,979 | — | $27,979 | — | — |