Plan Snapshot
- Plan Sponsor: Pike Construction Services, INC.
- Sponsor EIN: 161279112
- Sponsor Address: 1 CIRCLE STREET, ROCHESTER, NY, 14607
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $76.0M
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 | 344 | $76.0M | $1.5M | $3.7M |
| 2023 | 349 | $68.5M | $1.4M | $3.5M |
| 2022 | 344 | $58.6M | $1.2M | $3.1M |
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 |
|---|---|---|---|---|
| COOPER HAIMS ADVISORS, LLC | INVESTMENT ADVISOR | $72,184 | — | $72,184 |
| AMERICAN TRUST COMPANY | CONTRACT ADMIN | $60,849 | — | $60,849 |
| BONADIO AND CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO AND CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,033
- Estimated Expense Ratio: 0.175% 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 | $133,033 | $72,184 | $60,849 | — | — |
| 2023 | $123,172 | $68,084 | $55,088 | — | — |
| 2022 | $120,220 | $67,977 | $52,243 | — | — |