# Person Centered Services Care Coordination Organization LLC 401(k) Plan
Source: https://planprovider.pro/companies/person-centered-services-care-coordination-organization-llc-401k-plan

> Person Centered Services Care Coordination Organization LLC's 401(k) plan: 846 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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|—|—|

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