Plan Snapshot
- Plan Sponsor: Troy Belting And Supply Company
- Sponsor EIN: 141127010
- Sponsor Address: 70 COHOES ROAD, WATERVLIET, NY, 12189
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $19.3M
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 | 108 | $19.3M | $315,326 | $747,967 |
| 2023 | 109 | $20.6M | $274,534 | $680,837 |
| 2022 | 104 | $18.9M | $214,762 | $607,252 |
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 |
|---|---|---|---|---|
| BST & CO. CPAS LLP | ACCOUNTANT/AUDITOR | $11,000 | — | $11,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,354 | — | $7,354 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BST & CO. CPAS LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,354
- Estimated Expense Ratio: 0.095% 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 | $18,429 | $7,354 | — | $11,000 | — |
| 2023 | $11,214 | $5,940 | — | $5,199 | — |
| 2022 | $11,255 | $2,855 | — | — | — |