Plan Snapshot
- Plan Sponsor: Onondaga Employee Leasing Services INC
- Sponsor EIN: 161254312
- Sponsor Address: 5015 CAMPUSWOOD DRIVE STE 204, EAST SYRACUSE, NY, 13057
- Plan Type: 401(k)
- Total Participants: 690
- Total Assets: $23.6M
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. |
|---|---|---|---|---|
| 2023 | 690 | $23.6M | $666,840 | $2.3M |
| 2022 | 973 | $23.6M | $761,637 | $2.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $394,358 | — | $394,358 |
| LPL FINANCIAL CORPORATION | Investment Advisor | $95,184 | $478 | $95,662 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $20,484 | — | $20,484 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $510,504
- Estimated Expense Ratio: 2.166% 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 |
|---|---|---|---|---|---|
| 2023 | $255,013 | $57,834 | — | — | — |
| 2022 | $225,095 | $63,299 | — | — | — |