Plan Snapshot
- Plan Sponsor: The Hilliard Corporation
- Sponsor EIN: 160480520
- Sponsor Address: 100 WEST FOURTH STREET, ELMIRA, NY, 149010000
- Plan Type: DB
- Total Participants: 67
- Total Assets: $53.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 67 | $53.4M | $0 | $0 |
| 2023 | 74 | $51.0M | $721,892 | $0 |
| 2022 | 76 | $47.2M | $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 |
|---|---|---|---|---|
| CHEMUNG CANAL TRUST COMPANY | TRUSTEE | $168,169 | — | $168,169 |
| BUCK GLOBAL, LLC | ACTUARY | $95,653 | — | $95,653 |
| WILMINGTON TRUST, NATIONAL ASSOC. | TRUSTEE | $27,030 | — | $27,030 |
| MENGEL, METZGER, BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $290,852
- Estimated Expense Ratio: 0.544% of plan assets
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 | $313,476 | — | — | — | — |
| 2023 | $452,612 | $206,325 | — | — | — |
| 2022 | $300,933 | $210,780 | — | — | $90,153 |