# Pro Action Of Steuben & Yates, INC. 403(b) Plan
Source: https://planprovider.pro/companies/pro-action-of-steuben-yates-inc-403b-plan

> Pro Action Of Steuben & Yates, INC.'s 403(b) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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