Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The Seiu Local 200united 401(K) Plan
- Sponsor EIN: 274279216
- Sponsor Address: 250 SOUTH CLINTON STREET, SUITE 200, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $5.7M
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 | 168 | $5.7M | $71,177 | $191,902 |
| 2023 | 240 | $4.9M | $70,802 | $179,811 |
| 2022 | 163 | $4.9M | $68,472 | $174,101 |
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 |
|---|---|---|---|---|
| BLITMAN & KING, LLP | ATTORNEY | $25,200 | — | $25,200 |
| BONADIO & CO., LLC | ACCOUNTANT | $8,400 | — | $8,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,600
- Estimated Expense Ratio: 0.590% 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 | $31,224 | — | — | $4,680 | — |
| 2023 | $27,546 | — | $27,546 | — | — |
| 2022 | $24,087 | — | — | — | $14,372 |