Plan Snapshot
- Plan Sponsor: Aurelia Osborn Fox Memorial Hospital
- Sponsor EIN: 150539039
- Sponsor Address: ONE NORTON AVENUE, ONEONTA, NY, 138202629
- Plan Type: DC
- Total Participants: 576
- Total Assets: $59.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 576 | $59.6M | $1.5M | $2.2M |
| 2023 | 518 | $56.2M | $928,497 | $1.9M |
| 2022 | 552 | $52.0M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,909 | $17,909 | — | — | — |
| 2023 | $15,393 | $15,093 | $300 | — | — |
| 2022 | $14,925 | $14,925 | — | — | — |