Plan Snapshot
- Plan Sponsor: Van Hook Service Company, INC.
- Sponsor EIN: 161027190
- Sponsor Address: 76 SENECA AVENUE, ROCHESTER, NY, 14621
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 114 | $19.9M | $999,693 | $988,464 |
| 2023 | 110 | $18.5M | $915,000 | $931,946 |
| 2022 | 100 | $14.7M | $614,259 | $813,541 |
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 |
|---|---|---|---|---|
| ALLIED CPAS, PC | 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 | $72,584 | — | — | — | — |
| 2023 | $62,746 | $31,911 | — | — | — |
| 2022 | $1,378,188 | — | $63,902 | — | — |