Plan Snapshot
- Plan Sponsor: Capital District Physicians Health Plan, INC.
- Sponsor EIN: 141641028
- Sponsor Address: 6 WELLNESS WAY, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 1,320
- Total Assets: $267.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,320 | $267.2M | $4.2M | $12.4M |
| 2023 | 1,303 | $239.4M | $4.0M | $11.8M |
| 2022 | 1,278 | $207.3M | $3.6M | $11.4M |
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 |
|---|---|---|---|---|
| BONADIO & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO. 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 | $152,928 | $73,107 | — | — | — |
| 2023 | $205,721 | $38,536 | — | $13,845 | — |
| 2022 | $250,922 | $48,000 | — | — | — |