Plan Snapshot
- Plan Sponsor: University Emergency Medical Svcs, INC.
- Sponsor EIN: 161494924
- Sponsor Address: 77 GOODELL STREET, SUITE 340, BUFFALO, NY, 14203
- Plan Type: 403(b)
- Total Participants: 217
- Total Assets: $110.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 217 | $110.8M | $5.0M | $1.4M |
| 2023 | 210 | $68.1M | $4.5M | $1.1M |
| 2022 | 196 | $53.0M | $4.1M | $1.0M |
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 | $4,431 | — | $4,431 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,431
- Estimated Expense Ratio: 0.004% 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 | $53,414 | — | $48,371 | $4,431 | — |
| 2023 | $37,439 | — | $37,179 | — | — |
| 2022 | $37,102 | $958 | $36,144 | — | — |