Plan Snapshot
- Plan Sponsor: The Ceo For The Greater Capital Region, INC.
- Sponsor EIN: 141490509
- Sponsor Address: 2331 FIFTH AVENUE, TROY, NY, 12180
- Plan Type: DC
- Total Participants: 117
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $5.6M | $421,168 | $0 |
| 2023 | 113 | $5.3M | $408,741 | $0 |
| 2022 | 107 | $4.5M | $411,317 | $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 |
|---|---|---|---|---|
| WOJESKI & CO. CPA'S | Auditor | — | — | $0 |
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 | $38,830 | — | $38,805 | — | — |
| 2023 | $19,915 | — | $19,890 | — | — |
| 2022 | $27,451 | — | $25 | — | $27,426 |