Plan Snapshot
- Plan Sponsor: Postler & Jaeckle Corp.
- Sponsor EIN: 160874552
- Sponsor Address: 615 SOUTH AVENUE, ROCHESTER, NY, 14620
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $36.3M
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 | 122 | $36.3M | $1.2M | $1.2M |
| 2023 | 115 | $33.1M | $1.2M | $1.1M |
| 2022 | 114 | $27.1M | $591,473 | $1.1M |
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 |
|---|---|---|---|---|
| RIMKUS, MARCIANO & ASSOCIATES INC | THIRD PARTY ADMINISTRATO | — | $16,746 | $16,746 |
| MORNINGSTAR | SERVICE PROVIDER | — | $5,132 | $5,132 |
| EFPR GROUP CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- EFPR GROUP CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,878
- Estimated Expense Ratio: 0.060% 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 | $6,527 | $6,527 | — | — | — |
| 2023 | $15,756 | $15,756 | — | — | — |
| 2022 | $12,050 | $12,050 | — | — | — |