Plan Snapshot
- Plan Sponsor: Baptist Health System
- Sponsor EIN: 311566685
- Sponsor Address: 297 NORTH BALLSTON AVENUE, SCOTIA, NY, 12302
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 164 | $5.2M | $44,285 | $133,708 |
| 2023 | 174 | $6.2M | $75,181 | $170,943 |
| 2022 | 187 | $6.7M | $121,157 | $208,770 |
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 |
|---|---|---|---|---|
| BONADIO & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO 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 | $30,206 | — | $30,106 | — | — |
| 2023 | $28,321 | — | $28,171 | — | — |
| 2022 | $33,134 | — | — | — | — |