Plan Snapshot
- Plan Sponsor: Villa Maria College Of Buffalo
- Sponsor EIN: 160871487
- Sponsor Address: 240 PINE RIDGE ROAD, BUFFALO, NY, 14225
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 88 | $9.0M | $193,868 | $278,088 |
| 2023 | 80 | $9.1M | $182,296 | $281,832 |
| 2022 | 93 | $7.5M | $146,470 | $243,924 |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $15,601 | — | $15,601 |
| BONADIO & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- BONADIO & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,601
- Estimated Expense Ratio: 0.172% 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 | $15,600 | — | $15,600 | — | — |
| 2023 | $12,803 | — | $12,803 | — | — |
| 2022 | $10,380 | — | $10,379 | — | — |