Plan Snapshot
- Plan Sponsor: Suburban Adult Services, INC.
- Sponsor EIN: 161115992
- Sponsor Address: 960 WEST MAPLE COURT, ELMA, NY, 14059
- Plan Type: 401(k)
- Total Participants: 482
- Total Assets: $30.3M
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 | 482 | $30.3M | $611,054 | $1.0M |
| 2023 | 474 | $27.9M | $613,929 | $1.1M |
| 2022 | 492 | $26.9M | $694,695 | $1.3M |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPA'S, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPA'S, P.C. — 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 | $25,140 | $25,140 | — | — | — |
| 2023 | $11,645 | $11,645 | — | — | — |
| 2022 | $61,950 | $61,950 | — | — | — |