# Arnot Ogden Medical Center 401(k) Plan
Source: https://planprovider.pro/companies/arnot-ogden-medical-center-401k-plan

> Arnot Ogden Medical Center's 401(k) plan: 2,915 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — ADVISOR

- [EFPR GROUP CPA'S, PLLC](https://planprovider.pro/provider/efpr-group-llp) — 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|—|—|

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