Plan Snapshot
- Plan Sponsor: Retina-Vitreous Surgeons Of Central Ny, PC
- Sponsor EIN: 160993668
- Sponsor Address: 200 GREENFIELD PARKWAY, LIVERPOOL, NY, 13088
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 101 | $16.5M | $576,563 | $341,849 |
| 2023 | 98 | $15.3M | $596,353 | $371,431 |
| 2022 | 100 | $12.8M | $436,519 | $321,553 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
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 | $4,529 | — | — | — | — |
| 2023 | $5,150 | — | — | — | — |
| 2022 | $1,450 | — | — | — | — |