Plan Snapshot
- Plan Sponsor: Ur Medicine Home Care INC.
- Sponsor EIN: 222577664
- Sponsor Address: 2180 EMPIRE BLVD., WEBSTER, NY, 145802029
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 407 | $37.6M | $599,482 | $1.4M |
| 2023 | 421 | $35.4M | $652,717 | $1.6M |
| 2022 | 512 | $31.0M | $767,001 | $2.1M |
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 | $12,771 | — | $12,771 |
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: $12,771
- Estimated Expense Ratio: 0.034% 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 | $98,522 | — | $85,292 | $12,771 | — |
| 2023 | $93,059 | $11,703 | $81,356 | — | — |
| 2022 | $89,573 | $140 | $89,433 | — | — |