Plan Snapshot
- Plan Sponsor: The Chautauqua Center INC.
- Sponsor EIN: 273512018
- Sponsor Address: 319 CENTRAL AVENUE, SUITE B, DUNKIRK, NY, 14048
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 296 | $5.8M | $321,718 | $1.1M |
| 2023 | 254 | $4.1M | $206,440 | $913,542 |
| 2022 | 199 | $2.7M | $189,349 | $559,522 |
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 — 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 | $57,979 | $19,439 | — | — | — |
| 2023 | $40,543 | — | — | — | — |
| 2022 | $31,041 | $10,490 | $20,551 | — | — |