Plan Snapshot
- Plan Sponsor: Canton-Potsdam Hospital
- Sponsor EIN: 161012691
- Sponsor Address: 50 LEROY STREET, POTSDAM, NY, 136761786
- Plan Type: DB
- Total Participants: 0
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $8.0M | $0 | $0 |
| 2023 | 174 | $37.6M | $0 | $0 |
| 2022 | 185 | $37.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | NONE | $49,664 | — | $49,664 |
| WILMINGTON TRUST | NONE | $47,808 | — | $47,808 |
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANNING & NAPIER ADVISORS, LLC — NONE
- WILMINGTON TRUST — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,472
- Estimated Expense Ratio: 1.215% 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 | $7,849,813 | $49,664 | — | — | — |
| 2023 | $150,612 | $102,668 | — | — | — |
| 2022 | $216,474 | $159,292 | — | — | — |