Plan Snapshot
- Plan Sponsor: Auxiliary Services, State University College At Oswego, INC.
- Sponsor EIN: 150546396
- Sponsor Address: STATE UNIVERSITY COLLEGE AT OSWEGO, OSWEGO, NY, 131263599
- Plan Type: DB
- Total Participants: 44
- Total Assets: $13.6M
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 | 44 | $13.6M | $250,000 | $62,737 |
| 2023 | 49 | $13.9M | $500,000 | $57,758 |
| 2022 | 57 | $12.7M | $375,000 | $65,215 |
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 |
|---|---|---|---|---|
| DERMODY BURKE & BROWN LLC | Auditor | — | — | $0 |
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 | $127,624 | $100,814 | — | — | — |
| 2023 | $121,360 | $94,978 | — | — | — |
| 2022 | $121,396 | $95,091 | — | — | — |