Plan Snapshot
- Plan Sponsor: Central Hudson Gas & Electric Corp
- Sponsor EIN: 140555980
- Sponsor Address: 284 SOUTH AVE, POUGHKEEPSIE, NY, 12601
- Plan Type: DB
- Total Participants: 258
- Total Assets: $780.2M
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 | 258 | $780.2M | $126,194 | $0 |
| 2023 | 284 | $753.3M | $628,686 | $0 |
| 2022 | 315 | $686.1M | $22,250 | $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 |
|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | ACTUARY | $536,191 | — | $536,191 |
| MACQUARIE INVESTMENTS | NONE | $377,811 | — | $377,811 |
| INSIGHT NORTH AMERICA LLC | NONE | $315,883 | — | $315,883 |
| LCG ASSOCIATES | NONE | $183,971 | — | $183,971 |
| STATE STREET BANK & TRUST COMPANY | TRUSTEE | $143,358 | — | $143,358 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MANAGER | $135,612 | — | $135,612 |
| STATE STREET GLOBAL ADVISOR TRUST C | NONE | $129,583 | — | $129,583 |
| CARON & BLETZER, PLLC | AUDITOR | $23,095 | — | $23,095 |
| THOMPSON HINE | NONE | $16,854 | — | $16,854 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — AUDITOR
- THOMPSON HINE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,862,358
- Estimated Expense Ratio: 0.239% 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 | $2,030,632 | $1,142,861 | — | $23,095 | — |
| 2023 | $1,922,863 | $1,101,126 | — | $18,600 | — |
| 2022 | $1,780,005 | $811,868 | $101,869 | — | $733,619 |