Plan Snapshot
- Plan Sponsor: Syracuse Home Association
- Sponsor EIN: 150533582
- Sponsor Address: 7740 MEIGS RD, BALDWINSVILLE, NY, 13027
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 128 | $10.9M | $365,376 | $371,349 |
| 2023 | 140 | $10.0M | $342,233 | $354,467 |
| 2022 | 148 | $9.9M | $342,473 | $350,516 |
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 |
|---|---|---|---|---|
| BONADIO & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & 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 | $72,166 | — | — | — | — |
| 2023 | $102,829 | $9,791 | $83,139 | $9,899 | — |
| 2022 | $104,841 | $10,204 | $85,850 | — | $8,787 |