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Original filing (PDF)20230215135755NAL0035826593001
HERKIMER COUNTY CHAPTER, NYSARC, INC., D/B/A ARC HERKIMER
Form 5500
FILING_RECEIVED
HERKIMER COUNTY CHAPTER, NYSARC, INC., D/B/A ARC HERKIMER PENSION PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERKIMER COUNTY CHAPTER, NYSARC, INC., D/B/A ARC HERKIMER.
Plan sponsor
Name
HERKIMER COUNTY CHAPTER, NYSARC, INC., D/B/A ARC HERKIMER
EIN
16-0973231
Address
350 S WASHINGTON ST · HERKIMER, NY · 133502426
Phone
(315) 574-7000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-04-21
Filed
2023-02-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHCARE COMMUNITY SECURITIES COR | 14-1764768 | RENSSELAER, NY | REG INVESTMENT ADVISOR | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | UTICA, NY | N/A | $8K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE STABLE VALUE FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | $0 | — |
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