Plan Snapshot
- Plan Sponsor: Woods Oviatt Gilman, LLP
- Sponsor EIN: 160902614
- Sponsor Address: 1900 BAUSCH AND LOMB PLACE, ROCHESTER, NY, 14604
- Plan Type: DC
- Total Participants: 192
- Total Assets: $61.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 192 | $61.8M | $2.6M | $1.9M |
| 2023 | 196 | $55.2M | $2.5M | $1.8M |
| 2022 | 184 | $45.8M | $2.1M | $1.6M |
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 |
|---|---|---|---|---|
| BURKE GROUP, LLC | NONE | $93,007 | — | $93,007 |
| UBS FINANCIAL SERVICES, INC. | ADVISOR | $45,000 | — | $45,000 |
| 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: $138,007
- Estimated Expense Ratio: 0.223% 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 | $138,007 | $45,000 | $93,007 | — | — |
| 2023 | $135,807 | $45,000 | $90,807 | — | — |
| 2022 | $132,480 | $45,000 | $87,480 | — | — |