Plan Snapshot
- Plan Sponsor: Ur Medicine Home Care, Certified Services, INC.
- Sponsor EIN: 160743215
- Sponsor Address: 2180 EMPIRE BLVD., WEBSTER, NY, 145802029
- Plan Type: DB
- Total Participants: 34
- Total Assets: $6.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 34 | $6.4M | $1.0M | $0 |
| 2023 | 37 | $6.0M | $176,000 | $0 |
| 2022 | 43 | $6.3M | $0 | $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 |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO., 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 | $275,005 | $12,694 | — | — | — |
| 2023 | $73,551 | $16,122 | — | — | — |
| 2022 | $165,174 | $21,767 | — | — | $58,175 |