# Upstate Niagara Cooperative, INC 401(k) Plan
Source: https://planprovider.pro/companies/upstate-niagara-cooperative-inc-401k-plan-007

> Upstate Niagara Cooperative, INC's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upstate Niagara Cooperative, INC

- **Sponsor EIN:** 160845625

- **Sponsor Address:** 368 PLEASENT VIEW DRIVE, LANCASTER, NY, 14086

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

- **Total Participants:** 203

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|203|$10.9M|$502,952|$886,372|

| 2023|208|$9.4M|$479,257|$818,091|

| 2022|209|$7.3M|$470,234|$763,604|

## 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|

| ADP, INC.|RECORD KEEPER|$10,754|—|$10,754|

| DOPKINS & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DOPKINS & COMPANY LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,754

- **Estimated Expense Ratio:** 0.098% 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|$10,754|—|—|—|—|

| 2023|$8,735|—|—|—|—|

| 2022|$7,956|—|—|—|—|

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