Plan Snapshot
- Plan Sponsor: The Cabot Group As Agent
- Sponsor EIN: 160984062
- Sponsor Address: 130 LINDEN OAKS STE A, ROCHESTER, NY, 146252834
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 137 | $8.3M | $141,066 | $522,187 |
| 2023 | 116 | $7.7M | $121,039 | $454,139 |
| 2022 | 100 | $6.1M | $99,851 | $375,819 |
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 |
|---|---|---|---|---|
| THE BONADIO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE BONADIO GROUP — 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 | $34,841 | $19,343 | $13,791 | — | — |
| 2023 | $32,482 | $16,485 | $10,800 | — | — |
| 2022 | $27,301 | $17,290 | $10,011 | — | — |