Plan Snapshot
- Plan Sponsor: T & L Automatics, INC.
- Sponsor EIN: 161056575
- Sponsor Address: 770 EMERSON STREET, ROCHESTER, NY, 14613
- Plan Type: DC
- Total Participants: 103
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $10.3M | $98,457 | $343,904 |
| 2023 | 99 | $9.5M | $203,597 | $300,229 |
| 2022 | 100 | $8.4M | $205,143 | $319,900 |
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 |
|---|---|---|---|---|
| SARDONE ROBINSON AND ASSOCIATES LLP | 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 | $1,035 | — | — | — | — |
| 2023 | $1,400 | — | — | — | — |
| 2022 | — | — | — | — | — |