Plan Snapshot
- Plan Sponsor: Staff Leasing INC And Affiliates
- Sponsor EIN: 161417529
- Sponsor Address: 149 NORTHERN CONCOURSE, N SYRACUSE, NY, 13212
- Plan Type: 401(k)
- Total Participants: 1,144
- Total Assets: $70.2M
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 | 1,144 | $70.2M | $1.8M | $3.5M |
| 2023 | 1,320 | $66.3M | $1.9M | $4.0M |
| 2022 | 1,519 | $57.5M | $1.6M | $3.8M |
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 |
|---|---|---|---|---|
| LION STREET FINANCIAL, LLC | Investment Advisor | — | $160,951 | $160,951 |
| THE PENSION DEPARTMENT | Recordkeeper | $10,000 | $55,421 | $65,421 |
| THOMAS SCHENCK | Auditor | $27,225 | — | $27,225 |
| PRIDA GUIDA PEREZ PA | Auditor | $19,000 | — | $19,000 |
| POINT GUARD ADVISORS | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LION STREET FINANCIAL, LLC — Investment Advisor
- PRIDA GUIDA PEREZ PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $282,597
- Estimated Expense Ratio: 0.403% 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 | $100,609 | — | — | — | — |
| 2023 | $99,822 | — | $99,822 | — | — |
| 2022 | $8,748 | — | $8,748 | — | — |