Plan Snapshot
- Plan Sponsor: Albany College Of Pharmacy And Health Sciences
- Sponsor EIN: 141423161
- Sponsor Address: 106 NEW SCOTLAND AVENUE, ALBANY, NY, 12208
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 739
- Total Assets: $104.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 739 | $104.6M | $0 | $0 |
| 2024 | 327 | $96.2M | $1.5M | $1.5M |
| 2023 | 332 | $90.1M | $1.5M | $1.5M |
| 2022 | 263 | $81.8M | $1.6M | $1.5M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $60,680 | — | $60,680 |
| UHY LLP | Auditor | $9,605 | — | $9,605 |
| GREENBUSH FINANCIAL GROUP, LLC | Investment Advisor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,285
- Estimated Expense Ratio: 0.075% 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 |
|---|---|---|---|---|---|
| 2025 | $7,584,983 | — | $78,411 | — | — |
| 2024 | $86,876 | — | $86,876 | — | — |
| 2023 | $66,702 | — | $66,702 | — | — |
| 2022 | $64,947 | — | $64,947 | — | — |