Plan Snapshot
- Plan Sponsor: Southerntier Telecommunication
- Sponsor EIN: 813904568
- Sponsor Address: 1949 SE 37TH TER, CAPE CORAL, FL, 33904
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 7 | $93 | $0 | $0 |
| 2022 | 8 | $57,379 | $0 | $0 |
| 2020 | 0 | $72,677 | $0 | $0 |
| 2019 | 7 | $81,910 | $0 | $0 |
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 |
|---|---|---|---|---|
| YURCHYK & DAVIS CPA | 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 | — | — | — | — | — |
| 2023 | $9,949 | — | $9,949 | — | — |
| 2022 | $7,098 | — | $7,098 | — | — |
| 2020 | $7,890 | — | $7,890 | — | — |
| 2019 | $5,517 | $288 | $5,229 | — | — |