Plan Snapshot
- Plan Sponsor: Onondaga Case Management Services, INC.
- Sponsor EIN: 161363413
- Sponsor Address: 620 ERIE BOULEVARD WEST, SYRACUSE, NY, 13204
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $2.6M
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 | 63 | $2.6M | $94,713 | $130,735 |
| 2023 | 96 | $2.6M | -$17,838 | $130,469 |
| 2022 | 102 | $2.4M | $43,023 | $134,386 |
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 |
|---|---|---|---|---|
| CUOMO, WINTERS & SCHMIDT, CPAS PLLC | Auditor | — | — | $0 |
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 | $16,674 | $13,839 | $2,835 | — | — |
| 2023 | $18,114 | $14,469 | $3,645 | — | — |
| 2022 | $20,516 | $18,641 | $1,875 | — | — |