# The Caring Coalition Of Central New York 403(b) Plan
Source: https://planprovider.pro/companies/the-caring-coalition-of-central-new-york-161047041-001

> The Caring Coalition Of Central New York's 403(b) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/equitable) — 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|

## Similar Plans

- [Freedom Care LLC](https://planprovider.pro/companies/freedom-care-llc-401k-plan) — 59,655 participants

- [Emerald Healthcare, LLC](https://planprovider.pro/companies/emerald-healthcare-llc-401k-plan) — 6,688 participants

- [Link Homecare, LLC](https://planprovider.pro/companies/link-homecare-llc-plan-001) — 3,919 participants

- [Americare, INC.](https://planprovider.pro/companies/americare-inc-401k-plan) — 3,731 participants

- [All American Homecare Agency INC](https://planprovider.pro/companies/all-american-homecare-agency-inc-plan-001) — 2,806 participants

- [American Business Institute Corp.](https://planprovider.pro/companies/american-business-institute-corp-203133101-501) — 2,729 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-caring-coalition-of-central-new-york-161047041-001)

© 2026 PlanProvider.Pro