Plan Snapshot
- Plan Sponsor: P&A Administrative Services, INC.
- Sponsor EIN: 161324521
- Sponsor Address: 6400 MAIN STREET, SUITE 210, WILLIAMSVILLE, NY, 14221
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 223 | $9.4M | $177,626 | $533,337 |
| 2023 | 202 | $8.3M | $162,014 | $526,493 |
| 2022 | 195 | $7.6M | $151,859 | $440,517 |
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 |
|---|---|---|---|---|
| CHIAMPOU, TRAVIS, BESAW & KERSHNER | 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 | $6,150 | $6,150 | — | — | — |
| 2023 | $6,565 | $6,565 | — | — | — |
| 2022 | $4,546 | — | — | — | $4,546 |