Plan Snapshot
- Plan Sponsor: University Neurology, INC.
- Sponsor EIN: 161359213
- Sponsor Address: 77 GOODELL ST, BUFFALO, NY, 14203
- Plan Type: 403(b)
- Total Participants: 151
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 151 | $20.4M | $187,522 | $436,159 |
| 2023 | 146 | $18.7M | $191,805 | $519,066 |
| 2022 | 93 | $16.1M | $193,938 | $488,100 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW &KERSHNER 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 | $16,953 | — | — | — | — |
| 2023 | $214 | — | — | — | — |
| 2022 | $81,731 | — | $81,731 | — | — |