Plan Snapshot
- Plan Sponsor: Pro Action Of Steuben & Yates, INC.
- Sponsor EIN: 160914512
- Sponsor Address: 117 E. STEUBEN STREET, BATH, NY, 14810
- Plan Type: 403(b)
- Total Participants: 208
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 208 | $7.7M | $312,815 | $345,031 |
| 2023 | 224 | $6.7M | $320,918 | $342,983 |
| 2022 | 206 | $6.1M | $280,653 | $280,822 |
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 |
|---|---|---|---|---|
| EFPR GROUP, LLC | 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 | $30,103 | — | $30,103 | — | — |
| 2023 | $785 | $785 | — | — | — |
| 2022 | $780 | $780 | — | — | — |