Plan Snapshot
- Plan Sponsor: Rupp Pfalzgraf LLC
- Sponsor EIN: 161583308
- Sponsor Address: 1600 LIBERTY BLDG, BUFFALO, NY, 14202
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $25.9M
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 | 129 | $25.9M | $1.0M | $883,903 |
| 2023 | 107 | $20.8M | $638,136 | $702,861 |
| 2022 | 96 | $18.2M | $680,382 | $651,173 |
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 |
|---|---|---|---|---|
| CHIMPOU TRAVIS BESAW KERSHNER,LLP | 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 | $20,293 | — | $20,293 | — | — |
| 2023 | $5,639 | — | $5,639 | — | — |
| 2022 | $56,625 | — | $56,625 | — | — |