Plan Snapshot
- Plan Sponsor: Person Centered Services Care Coordination Organization LLC
- Sponsor EIN: 823550571
- Sponsor Address: 560 DELAWARE AVENUE, BUFFALO, NY, 14202
- Plan Type: 401(k)
- Total Participants: 846
- Total Assets: $20.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 846 | $20.6M | $926,763 | $2.4M |
| 2023 | 797 | $16.1M | $907,538 | $2.2M |
| 2022 | 762 | $11.9M | $763,555 | $1.8M |
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 |
|---|---|---|---|---|
| BURKE GROUP | NONE | $137,268 | — | $137,268 |
| LEVEL FINANCIAL ADVISORS | NONE | $25,167 | — | $25,167 |
| FREED MAXICK, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,435
- Estimated Expense Ratio: 0.787% 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 | $162,435 | $25,167 | $137,268 | — | — |
| 2023 | $144,242 | $20,357 | $123,885 | — | — |
| 2022 | $134,466 | $18,545 | $115,921 | — | — |