# Aurelia Osborn Fox Memorial Hospital DB Plan
Source: https://planprovider.pro/companies/aurelia-osborn-fox-memorial-hospital-plan-002

> Aurelia Osborn Fox Memorial Hospital's DB plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aurelia Osborn Fox Memorial Hospital

- **Sponsor EIN:** 150539039

- **Sponsor Address:** ONE NORTON AVENUE, ONEONTA, NY, 13820

- **Plan Type:** DB

- **Total Participants:** 38

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|38|$3.0M|$110,000|$0|

| 2023|26|$2.8M|$260,000|$0|

| 2022|25|$2.4M|$314,000|$0|

## 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|

| NBT BANK|TRUSTEE|$23,301|—|$23,301|

| FUSTCHARLES LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FUSTCHARLES LLC](https://planprovider.pro/provider/fustcharles-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,301

- **Estimated Expense Ratio:** 0.778% 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|$55,668|—|$23,301|—|—|

| 2023|$82,250|—|$20,050|—|—|

| 2022|$70,321|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aurelia-osborn-fox-memorial-hospital-plan-002)

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