Plan Snapshot
- Plan Sponsor: Auburn Community Hospital
- Sponsor EIN: 150532054
- Sponsor Address: 17 LANSING STREET, AUBURN, NY, 13021
- Plan Type: 403(b)
- Total Participants: 1,429
- Total Assets: $77.2M
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. |
|---|---|---|---|---|
| 2024 | 1,429 | $77.2M | $2.3M | $5.0M |
| 2023 | 1,303 | $69.3M | $2.1M | $4.4M |
| 2022 | 1,232 | $61.3M | $1.8M | $4.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | INVESTMENT ADVISOR | $124,576 | — | $124,576 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $23,085 | — | $23,085 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISOR
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,661
- Estimated Expense Ratio: 0.191% 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 | $283,589 | $124,576 | — | — | — |
| 2023 | $208,725 | $64,857 | — | — | — |
| 2022 | $203,518 | $70,730 | — | — | — |