Plan Snapshot
- Plan Sponsor: The Center For Discovery, INC.
- Sponsor EIN: 141395426
- Sponsor Address: 641 OLD ROUTE 17, HARRIS, NY, 12742
- Plan Type: 401(k)
- Total Participants: 1,552
- Total Assets: $73.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,552 | $73.3M | $995,669 | $3.2M |
| 2023 | 1,568 | $68.6M | $934,033 | $3.3M |
| 2022 | 1,620 | $58.1M | $805,384 | $3.3M |
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 |
|---|---|---|---|---|
| BDO USA , P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA , P.C. — 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 | $173,547 | $44,112 | — | — | — |
| 2023 | $157,808 | $16,075 | — | — | — |
| 2022 | $207,309 | $74,980 | — | — | — |