Plan Snapshot
- Plan Sponsor: Transitional Services, INC.
- Sponsor EIN: 160990574
- Sponsor Address: 250 COOPER AVE, TONAWANDA, NY, 141506633
- Plan Type: DC
- Total Participants: 344
- Total Assets: $13.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 344 | $13.8M | $0 | $296,652 |
| 2023 | 301 | $12.8M | $1.4M | $313,248 |
| 2022 | 264 | $10.1M | $1.4M | $347,657 |
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 |
|---|---|---|---|---|
| BROCK, SCHECHTER & POLAKOFF, LLP | 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 | $4,019 | — | — | — | — |
| 2023 | $2,702 | — | — | — | — |
| 2022 | $2,776 | — | — | — | — |