Plan Snapshot
- Plan Sponsor: Wraparound Services Of The Hudson Valley
- Sponsor EIN: 141377518
- Sponsor Address: 250 TUYTENBRIDGE ROAD, KINGSTON, NY, 12449
- Plan Type: DC
- Total Participants: 176
- Total Assets: $6.1M
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 | 176 | $6.1M | $358,448 | $0 |
| 2023 | 151 | $5.5M | $523,438 | $0 |
| 2022 | 146 | $4.6M | $395,226 | $0 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
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 | $38,557 | $17,604 | $20,953 | — | — |
| 2023 | $42,377 | $19,080 | $22,037 | — | — |
| 2022 | $41,952 | $18,720 | $23,232 | — | — |