Plan Snapshot
- Plan Sponsor: Speed Motor Express Of W.N.Y, INC.
- Sponsor EIN: 161092772
- Sponsor Address: 2299 KENMORE AVENUE, BUFFALO, NY, 14207
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 174 | $8.8M | $237,519 | $471,348 |
| 2023 | 178 | $12.3M | $227,518 | $439,425 |
| 2022 | 161 | $10.3M | $179,348 | $344,343 |
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 |
|---|---|---|---|---|
| RIMKUS, MARCIANO & ASSOCIATES, INC. | SERVICE PROVIDER | — | $5,767 | $5,767 |
| DANSA D'ARATA SOUCIA LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,767
- Estimated Expense Ratio: 0.065% 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 | $10,820 | $3,920 | $6,350 | — | — |
| 2023 | $4,657 | $4,657 | — | — | — |
| 2022 | $6,869 | $6,869 | — | — | — |