Plan Snapshot
- Plan Sponsor: Nixon Peabody LLP
- Sponsor EIN: 160764720
- Sponsor Address: 211 HIGH POINT DRIVE, VICTOR, NY, 145641061
- Plan Type: 401(k)
- Total Participants: 594
- Total Assets: $653.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 594 | $653.1M | $9.7M | $9.0M |
| 2023 | 570 | $591.7M | $9.1M | $8.9M |
| 2022 | 572 | $537.0M | $8.5M | $8.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $82,550 | — | $82,550 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $60,250 | — | $60,250 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,160 | — | $19,160 |
| BONADIO & CO LLP | ACCOUNTANT/AUDITOR | $13,600 | — | $13,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BONADIO & CO LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,560
- Estimated Expense Ratio: 0.027% 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 | $170,996 | $82,550 | — | $13,600 | — |
| 2023 | $155,693 | $123,281 | — | $12,600 | — |
| 2022 | $165,027 | $63,986 | — | — | — |