Plan Snapshot
- Plan Sponsor: Tronconi Segarra & Associates LLP
- Sponsor EIN: 043728817
- Sponsor Address: 8321 MAIN STREET, WILLIAMSVILLE, NY, 14221
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $18.8M | $152,622 | $1.1M |
| 2023 | 145 | $16.7M | $146,734 | $1.0M |
| 2022 | 116 | $13.8M | $134,542 | $910,789 |
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 |
|---|---|---|---|---|
| MENGEL METZGER BARR AND CO 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 | $64,316 | $34,194 | $30,122 | — | — |
| 2023 | $58,309 | $28,223 | $30,086 | — | — |
| 2022 | $56,651 | $27,500 | $29,151 | — | — |