# Upstate New York Transplant Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/upstate-new-york-transplant-services-inc-401k-plan

> Upstate New York Transplant Services, INC's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upstate New York Transplant Services, INC

- **Sponsor EIN:** 161172453

- **Sponsor Address:** 4444 BRYANT STRATTON WAY, WILLIAMSVILLE, NY, 142216013

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|150|$9.1M|$307,378|$495,871|

| 2023|145|$8.2M|$270,947|$460,147|

| 2022|127|$7.6M|$243,031|$474,297|

## 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|

| LUMSDEN & MCCORMICK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUMSDEN & MCCORMICK, LLP](https://planprovider.pro/provider/lumsden-and-mccormick-llp) — 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|$47,245|—|$47,245|—|—|

| 2023|$33,232|—|$33,232|—|—|

| 2022|$36,610|—|$36,610|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/upstate-new-york-transplant-services-inc-401k-plan)

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