Plan Snapshot
- Plan Sponsor: Vito C. Quatela M.D., PLLC
- Sponsor EIN: 161567446
- Sponsor Address: 973 EAST AVENUE, ROCHESTER, NY, 14607
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $11.2M
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 | 112 | $11.2M | $588,473 | $774,227 |
| 2023 | 113 | $8.7M | $310,895 | $545,449 |
| 2022 | 102 | $7.0M | $254,985 | $482,209 |
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 |
|---|---|---|---|---|
| BONN DIOGUARDI & RAY LLP | 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 | $67,142 | — | — | — | — |
| 2023 | $32,651 | $21,500 | — | — | — |
| 2022 | $29,859 | — | $29,859 | — | — |