Plan Snapshot
- Plan Sponsor: Bon Secours Charity Health System, INC
- Sponsor EIN: 912135195
- Sponsor Address: 255 LAFAYETTE AVENUE, SUFFERN, NY, 10901
- Plan Type: 403(b)
- Total Participants: 3,801
- Total Assets: $321.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 3,801 | $321.6M | $5.3M | $18.1M |
| 2023 | 4,070 | $292.5M | $6.5M | $17.5M |
| 2022 | 3,400 | $251.6M | $6.4M | $16.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $376,181 | — | $376,181 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $270,747 | — | $270,747 |
| CAPPFINANCIAL (CAPTRUST) | NONE | $114,088 | — | $114,088 |
| PKF O'CONNOR DAVIES LLP | NONE | $42,750 | — | $42,750 |
| PKF O'CONNOR DAVIES, LLP | Auditor | $42,750 | — | $42,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $846,516
- Estimated Expense Ratio: 0.263% of plan assets
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 | $637,373 | $384,835 | — | $42,750 | — |
| 2023 | $571,256 | $254,522 | — | — | — |
| 2022 | $493,015 | — | $493,015 | — | — |