Plan Snapshot
- Plan Sponsor: Arnot Ogden Medical Center
- Sponsor EIN: 160743905
- Sponsor Address: 600 ROE AVENUE, ELMIRA, NY, 14905
- Plan Type: 401(k)
- Total Participants: 2,915
- Total Assets: $151.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,915 | $151.7M | $6.4M | $5.8M |
| 2023 | 3,189 | $137.4M | $4.3M | $5.0M |
| 2022 | 2,572 | $121.2M | $4.7M | $4.8M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $201,910 | — | $201,910 |
| KESTRA ADVISORY SERVICES, LLC | ADVISOR | $153,335 | — | $153,335 |
| EFPR GROUP CPA'S, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — ADVISOR
- EFPR GROUP CPA'S, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $355,245
- Estimated Expense Ratio: 0.234% 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 | $355,245 | $153,335 | $52,181 | — | — |
| 2023 | $386,172 | $162,303 | $40,891 | — | — |
| 2022 | $374,171 | $163,243 | $210,928 | — | — |