Plan Snapshot
- Plan Sponsor: Bassett Hospital Of Schoharie County Dba
- Sponsor EIN: 141772971
- Sponsor Address: 178 GRANDVIEW DRIVE, COBLESKILL, NY, 120435144
- Plan Type: 403(b)
- Total Participants: 190
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 190 | $15.0M | $348,805 | $918,545 |
| 2023 | 199 | $13.6M | $360,229 | $845,617 |
| 2022 | 195 | $11.1M | $218,299 | $809,758 |
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 | $13,908 | $479 | — | — | — |
| 2023 | $13,449 | $93 | — | — | — |
| 2022 | $15,503 | — | — | — | — |