Plan Snapshot
- Plan Sponsor: University Pediatric Associates, INC.
- Sponsor EIN: 161238821
- Sponsor Address: 1001 MAIN ST, 5TH FLOOR, BUFFALO, NY, 14203
- Plan Type: DC
- Total Participants: 206
- Total Assets: $42.9M
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 | 206 | $42.9M | $666,317 | $0 |
| 2023 | 193 | $39.9M | $617,271 | $0 |
| 2022 | 214 | $34.7M | $580,935 | $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 & KERSHNERLLP | 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 | $40,828 | $21,810 | $1,312 | — | — |
| 2023 | $29,532 | $15,519 | $246 | — | — |
| 2022 | $29,023 | — | $29,023 | — | — |