Plan Snapshot
- Plan Sponsor: Saratoga-Schenectady Gastroenterology Assocs PC
- Sponsor EIN: 141556189
- Sponsor Address: 848 STATE ROUTE 50, BURNT HILLS, NY, 120279511
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $26.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $26.8M | $1.0M | $1.1M |
| 2023 | 129 | $28.5M | $930,783 | $879,078 |
| 2022 | 118 | $23.0M | $905,174 | $778,364 |
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 |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & 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 | $122,789 | $69,194 | $7,738 | — | — |
| 2023 | $107,867 | $59,434 | $38,778 | — | — |
| 2022 | $104,065 | $56,893 | $41,172 | — | — |