Plan Snapshot
- Plan Sponsor: University Orthopaedic Services INC
- Sponsor EIN: 161406947
- Sponsor Address: 4225 GENESEE STREET, CHEEKTOWAGA, NY, 14225
- Plan Type: DC
- Total Participants: 325
- Total Assets: $69.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 325 | $69.8M | $3.4M | $0 |
| 2023 | 299 | $58.9M | $3.1M | $0 |
| 2022 | 267 | $49.1M | $2.9M | $0 |
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 LLC | 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 | $71,792 | — | $71,792 | — | — |
| 2023 | $55,354 | — | $55,354 | — | — |
| 2022 | $52,198 | $13,066 | $39,132 | — | — |