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: 569
- Total Assets: $204.0M
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 | 569 | $204.0M | $7.8M | $3.1M |
| 2023 | 545 | $185.1M | $7.3M | $3.0M |
| 2022 | 546 | $163.3M | $6.8M | $3.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,344 | — | $41,344 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $32,139 | — | $32,139 |
| DIMEO SCHNEIDER & ASSOCIATES, LLC | INVESTMENT ADVISOR | $18,442 | — | $18,442 |
| 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:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- 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: $105,525
- Estimated Expense Ratio: 0.052% 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 | $104,037 | $32,139 | — | $13,600 | — |
| 2023 | $100,132 | $45,262 | — | $12,600 | — |
| 2022 | $110,177 | $30,865 | — | — | — |