# Bertrand Chaffee Hospital, INC. 403(b) Plan
Source: https://planprovider.pro/companies/bertrand-chaffee-hospital-inc-403b-plan

> Bertrand Chaffee Hospital, INC.'s 403(b) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bertrand Chaffee Hospital, INC.

- **Sponsor EIN:** 160743921

- **Sponsor Address:** 224 EAST MAIN STREET, SPRINGVILLE, NY, 14141

- **Plan Type:** 403(b)

- **Total Participants:** 217

- **Total Assets:** $8.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|217|$8.5M|$544,222|$783,780|

| 2023|199|$8.1M|$300,979|$796,035|

| 2022|192|$6.5M|$127,952|$601,355|

## 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|

| FREED MAXICK P.C.|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|$52,108|—|$52,058|—|—|

| 2023|$44,217|—|$44,167|—|—|

| 2022|$41,489|—|—|—|—|

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