Plan Snapshot
- Plan Sponsor: Pyramid Management Group, LLC
- Sponsor EIN: 274115851
- Sponsor Address: 4 CLINTON SQUARE, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 187 | $20.2M | $1,161 | $1.4M |
| 2023 | 226 | $18.4M | $0 | $1.4M |
| 2022 | 255 | $16.2M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTEMENT RESEARCH ADVI | INVESTMENT AD VISORY - PL | $57,677 | — | $57,677 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $24,401 | — | $24,401 |
| DIMARCO ABIUSI PASCARELLA, CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,078
- Estimated Expense Ratio: 0.406% 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 | $142,324 | — | — | — | — |
| 2023 | $123,718 | — | — | — | — |
| 2022 | $125,877 | — | — | — | — |