Plan Snapshot
- Plan Sponsor: Tully Rinckey PLLC
- Sponsor EIN: 202053454
- Sponsor Address: 1203 TROY SCHENECTADY RD, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 71 | $8.3M | $241,958 | $477,615 |
| 2023 | 67 | $7.1M | $213,246 | $435,029 |
| 2022 | 64 | $5.8M | $199,759 | $417,740 |
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 |
|---|---|---|---|---|
| TEAL, BECKER & CHIARAMONTE CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEAL, BECKER & CHIARAMONTE CPAS PC — 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 | $55,126 | $36,692 | — | — | — |
| 2023 | $42,962 | $29,343 | — | — | — |
| 2022 | $50,006 | — | — | — | — |