Plan Snapshot
- Plan Sponsor: Boyce Thompson Institute For Plant Research, INC.
- Sponsor EIN: 131739923
- Sponsor Address: 533 TOWER ROAD, ITHACA, NY, 148531801
- Plan Type: 403(b)
- Total Participants: 107
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 107 | $27.5M | $917,541 | $786,472 |
| 2023 | 117 | $23.1M | $883,952 | $710,442 |
| 2022 | 122 | $19.5M | $737,018 | $688,987 |
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 |
|---|---|---|---|---|
| INSERO & CO CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO CPAS 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 | $7,273 | — | $7,273 | — | — |
| 2023 | $20,367 | $12,512 | $7,327 | — | — |
| 2022 | $14,006 | — | $6,236 | — | — |