Plan Snapshot
- Plan Sponsor: The Arc Jefferson - St. Lawrence Ny
- Sponsor EIN: 161134631
- Sponsor Address: 380 GAFFNEY DRIVE, WATERTOWN, NY, 13601
- Plan Type: 401(k)
- Plan Number: 511
- Total Participants: 33
- Total Assets: $132,452
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. |
|---|---|---|---|---|
| 2025 | 33 | $132,452 | $0 | $0 |
| 2024 | 106 | $149,932 | $0 | $0 |
| 2023 | 106 | $162,824 | $0 | $0 |
| 2022 | 106 | $178,347 | $0 | $0 |
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 |
|---|---|---|---|---|
| BPAS | Other Service Provider | $11,224 | — | $11,224 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,224
- Estimated Expense Ratio: 8.474% 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 |
|---|---|---|---|---|---|
| 2025 | $21,442 | — | $16,908 | — | — |
| 2024 | $13,466 | — | $13,466 | — | — |
| 2023 | $15,192 | — | $15,192 | — | — |
| 2022 | $38,587 | — | — | — | $38,587 |