# Albany Med Health System 403(b) Plan
Source: https://planprovider.pro/companies/albany-med-health-system-403b-plan-002

> Albany Med Health System's 403(b) plan: 9,290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Albany Med Health System

- **Sponsor EIN:** 141641730

- **Sponsor Address:** 43 NEW SCOTLAND AVENUE, ALBANY, NY, 12208

- **Plan Type:** 403(b)

- **Total Participants:** 9,290

- **Total Assets:** $599.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|9,290|$599.4M|$0|$53.4M|

| 2023|9,762|$525.8M|$134,607|$50.0M|

| 2022|9,335|$433.4M|$0|$47.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$696,304|—|$696,304|

| STRATEGIC ADVISORS, INC.|ADVISOR|$95,555|—|$95,555|

| UHY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [UHY](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $791,859

- **Estimated Expense Ratio:** 0.132% 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|$791,502|$95,555|$900|—|—|

| 2023|$650,885|$76,945|$600|—|—|

| 2022|$942,593|—|$942,593|—|—|

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