# Tompkins Consolidated Area Transit, INC. DC Plan
Source: https://planprovider.pro/companies/tompkins-consolidated-area-transit-inc-plan-001

> Tompkins Consolidated Area Transit, INC.'s DC plan: 119 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Tompkins Consolidated Area Transit, INC.

- **Sponsor EIN:** 201549485

- **Sponsor Address:** 737 WILLOW AVENUE, ITHACA, NY, 14850

- **Plan Type:** DC

- **Total Participants:** 119

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2023|119|$7.2M|$462,501|$275,136|

| 2022|114|$6.3M|$499,050|$294,095|

## 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|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$61,764|—|$61,764|

| NEWPORT GROUP, INC.|RECORD-KEEPER|$25,904|—|$25,904|

| INSERO & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [INSERO & 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:** $87,668

- **Estimated Expense Ratio:** 1.213% 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|

| 2023|$45,671|$30,882|$6,872|—|—|

| 2022|$37,747|—|$37,747|—|—|

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