# The Wm George Agency For Child Svcs 401(k) Plan
Source: https://planprovider.pro/companies/the-wm-george-agency-for-child-svcs-401k-plan

> The Wm George Agency For Child Svcs's 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Wm George Agency For Child Svcs

- **Sponsor EIN:** 131857994

- **Sponsor Address:** 380 FREEVILLE ROAD, FREEVILLE, NY, 13068

- **Plan Type:** 401(k)

- **Total Participants:** 373

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|373|$16.9M|$830,899|$1.1M|

| 2023|352|$15.1M|$749,628|$977,495|

| 2022|285|$12.7M|$724,643|$926,821|

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE|RECORDKEEPER|$75,492|—|$75,492|

| LPL FINANCIAL|INVESTMENT ADVISOR|$41,923|—|$41,923|

| INSERO AND CO CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [INSERO AND CO CPAS LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $117,415

- **Estimated Expense Ratio:** 0.695% 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|$117,415|$41,923|—|—|—|

| 2023|$83,912|$35,147|—|—|—|

| 2022|$83,803|—|$83,803|—|—|

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