Plan Snapshot
- Plan Sponsor: The Caring Coalition Of Central New York
- Sponsor EIN: 161047041
- Sponsor Address: 990 SEVENTH NORTH STREET, LIVERPOOL, NY, 130883148
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 120
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 120 | $9.5M | $239,964 | $406,787 |
| 2023 | 118 | $9.2M | $247,898 | $405,707 |
| 2022 | 157 | $7.8M | $224,054 | $398,667 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $30,960 | — | $30,960 |
| CAPITAL GROUP RETIREMENT PLAN SERVC | Recordkeeper | $19,282 | — | $19,282 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,242
- Estimated Expense Ratio: 0.530% 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 | $37,126 | — | $37,126 | — | — |
| 2023 | $31,253 | — | $31,253 | — | — |
| 2022 | $4,110 | — | — | — | $4,110 |