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

> The Caring Coalition Of Central New York&#39;s 403(b) plan: 120 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **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.|

| 2025|120|$9.5M|$0|$0|

| 2024|118|$9.2M|$0|$0|

| 2023|157|$7.8M|$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|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — 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|

| 2025|$37,126|—|$37,126|—|—|

| 2024|$31,253|—|$31,253|—|—|

| 2023|$4,110|—|—|—|$4,110|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-caring-coalition-of-central-new-york-403b-plan)

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