Plan Snapshot
- Plan Sponsor: Tri-County Family Medicine, INC.
- Sponsor EIN: 160997545
- Sponsor Address: PO BOX 601, DANSVILLE, NY, 144370601
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $9.0M
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 | 109 | $9.0M | $244,244 | $575,250 |
| 2023 | 121 | $8.6M | $248,760 | $578,865 |
| 2022 | 123 | $7.2M | $264,079 | $587,756 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
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 | $20,463 | — | $1,740 | — | — |
| 2023 | $17,563 | — | $100 | — | — |
| 2022 | $17,308 | — | $17,308 | — | — |