Plan Snapshot
- Plan Sponsor: Community Action Organization Of Western New York, INC
- Sponsor EIN: 160911473
- Sponsor Address: 45 JEWETT AVE STE 150, BUFFALO, NY, 142142401
- Plan Type: 403(b)
- Total Participants: 407
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 407 | $6.8M | $571,821 | $603,136 |
| 2023 | 413 | $7.4M | $568,127 | $501,552 |
| 2022 | 769 | $6.6M | $448,272 | $397,351 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLC | 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 | $86,819 | — | $86,819 | — | — |
| 2023 | $6,429 | — | $6,429 | — | — |
| 2022 | $12,859 | — | — | — | — |