# Woods Oviatt Gilman, LLP DC Plan
Source: https://planprovider.pro/companies/woods-oviatt-gilman-llp-plan-001

> Woods Oviatt Gilman, LLP's DC plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mengel-metzger-barr-and-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|—|—|

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